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Jeffrey William Coron

Grant Williams LP

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About Jeffrey William Coron

Jeffrey William Coron is a registered representative with Grant Williams LP, a firm based in Philadelphia, Pennsylvania. Jeffrey has been in the financial services industry since 1995 and has experience with various firms, including Quasar Distributors, LLC, Advisors Asset Management, Inc., Fortigent Securities Company, LLC, and Merrill Lynch.

Firm Information

Jeffrey Coron is currently registered with Grant Williams LP. Grant Williams LP is a Partnership firm that was formed on June 26, 1998. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

39

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.

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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Jeffrey Coron’s Registration & Firm History

PA

06/12/2024 - Present

Grant Williams LP (PHILADELPHIA PA)

PA

01/08/2013 - 03/07/2023

QUASAR DISTRIBUTORS, LLC (Philadelphia PA)

NJ

04/14/2008 - 07/26/2012

ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)

MD

12/12/2007 - 04/01/2008

FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)

MA

03/31/2003 - 04/04/2007

IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

NY

11/03/1992 - 03/11/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/23/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/10/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey William Coron.
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