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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lee Cohen is a financial advisor with over 25 years of experience in the industry. He is registered with the state of Michigan and New Jersey. Jonathan is currently employed by CG Advisory Services, with offices in Williamston, MI. Jonathan's previous experience includes roles with Geneos Wealth Management, Inc., WFG Investments, Inc., Invest Financial Corporation, Royal Alliance Associates, Inc., Vestar Securities Corporation, and Cambridge Investment Research, Inc. Jonathan is a Certified Financial Planner™ professional and has a wide range of expertise in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. He is committed to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
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.
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.
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MI
10/17/2014 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/28/2017 - 04/27/2023
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
05/15/2015 - 08/29/2017
WFG INVESTMENTS, INC. (HASLETT MI)
MI
01/21/2009 - 05/18/2015
INVEST FINANCIAL CORPORATION (HASLETT MI)
MI
10/30/2001 - 01/22/2009
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
OH
09/22/1999 - 11/13/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
06/25/1999 - 09/24/1999
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
10/12/1998 - 06/29/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
03/13/1996 - 10/27/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/13/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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