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Jeff E Bynum

Coho Advisory Services, LLC

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About Jeff E Bynum

Jeff E Bynum is an investment advisor representative with Coho Advisory Services, LLC. Jeff has been in the financial services industry for over 12 years and holds Series 6, 63 and 65 licenses. Jeff's experience includes working with individuals, high-net-worth individuals, corporations, and other businesses. Jeff specializes in providing financial planning and portfolio management services. Jeff is also the founder of Huntfund, an app that will facilitate automatic savings strategies for users. Jeff has offices in Anchorage, AK and Sandpoint, ID.

Firm Information

Jeff Bynum is currently registered with Coho Advisory Services, LLC. Coho Advisory Services, LLC is a financial advisory firm providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has approximately $27 million in regulatory assets under management and serves over 100 clients. They offer a range of services, including investment management for both individuals and businesses, as well as financial planning and selection of other advisors.

$27.00M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Jeff Bynum’s Registration & Firm History

AK

05/15/2024 - Present

Coho Advisory Services, LLC (ANCHORAGE AK)

MT

02/09/2012 - 04/16/2024

PARK AVENUE SECURITIES LLC (MISSOULA MT)

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Licenses & Designations

IA

Issued 06/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeff E Bynum.
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