Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Brown is an Investment Advisor Representative at Coppell Advisory Solutions LLC, a firm that provides investment advice to individuals and businesses. Jon has been in the industry since February 2013. Jon is registered with the state of Utah. Jon is also an insurance agent at Momentum Wealth. Jon provides financial planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/21/2025 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
Active
Inactive
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