Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Coker is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Rogers, AR. Jonathan has been in the industry since 2005. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Jonathan is a Certified Financial Planner and holds several industry licenses and designations, including the Series 7, Series 10, Series 31, Series 66, and SIE exams. Prior to joining Raymond James Financial Services Advisors, Inc., Jonathan was employed by Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Jonathan also owns and operates several businesses, including MCE, LLC, Wilson Coker Meyers LLC, and Wilson Coker Wealth Advisors LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AR
06/15/2015 - Present
Raymond James Financial Services Advisors, Inc. (Rogers AR)
AR
02/13/2013 - 02/18/2015
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
01/09/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ROGERS AR)
AR
04/07/2006 - 01/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROGERS AR)
AR
03/07/2005 - 04/12/2006
MORGAN STANLEY DW INC. (FAYETTEVILLE AR)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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