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Jon Devin Coger

Osaic Institutions, Inc.

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About Jon Devin Coger

Jon Devin Coger is a financial advisor who has been in the industry since 2012. Jon has been registered with Osaic Institutions, Inc. since November 2023. Before that, Jon was registered with CUSO FINANCIAL SERVICES, L.P., Next Financial Group, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. Jon is a Registered Representative and Investment Advisor Representative. Jon holds Series 66, Series 7, Series 9, and SIE licenses.

Firm Information

Jon Coger is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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solicitation services for other advisers

Solicitation services for other advisers

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jon Coger’s Registration & Firm History

AZ

11/30/2023 - Present

Osaic Institutions, Inc. (Phoenix AZ)

AZ

08/09/2018 - 11/29/2023

CUSO FINANCIAL SERVICES, L.P. (PHOENIX AZ)

AZ

04/19/2018 - 08/03/2018

NEXT FINANCIAL GROUP, INC. (TEMPE AZ)

AZ

10/10/2012 - 10/27/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

06/12/2012 - 09/18/2012

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 10/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Devin Coger.
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