linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jean Kelly Coulanges

A.g.p. / Alliance Global Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jean? Claim Your Profile

About Jean Kelly Coulanges

Jean Kelly Coulanges is an investment advisor representative (IAR) currently registered with A.g.p. / Alliance Global Partners in Boca Raton, FL. Jean has been in the industry since September 2021. Jean has a Series 7TO, SIE and Series 66 licenses. Jean specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Before joining A.g.p. / Alliance Global Partners, Jean was registered with RAYMOND JAMES FINANCIAL SERVICES, INC. in Sunrise, FL.

Firm Information

Jean Coulanges is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Sub-adviser of pooled investment vehicle charges a performance f

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jean Coulanges’s Registration & Firm History

FL

02/16/2023 - Present

A.g.p. / Alliance Global Partners (BOCA RATON FL)

FL

09/08/2021 - 02/24/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Sunrise FL)

Not sure if Jean Kelly Coulanges is right for you?

Licenses & Designations

BOTH

Issued 10/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jean Kelly Coulanges. Review regulatory record here.
Not sure if Jean Kelly Coulanges is right for you?