Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Noel Coomer is a financial advisor with over 25 years of experience in the industry. Jonathan is registered with Cambridge Investment Research Advisors, Inc. in Ohio and Texas. Prior to joining Cambridge, Jonathan was a financial advisor at Transamerica Financial Advisors, Inc. and ProEquities, Inc. Jonathan specializes in providing financial planning, investment management, and retirement planning services. Jonathan is committed to helping clients achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
OH
04/22/2019 - Present
Cambridge Investment Research Advisors, Inc. (Troy OH)
OH
07/11/2000 - 05/10/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TROY OH)
AL
09/25/1998 - 07/14/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
GA
10/20/1995 - 09/25/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 12/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Coomer is the right advisor for you? Invested Better is here to help.
