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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 Coon is a financial advisor with Raymond James & Associates, Inc. located in Anchorage, Alaska. Jonathan has been in the securities industry since November 28, 2007. Jonathan has passed multiple securities exams including Series 7, Series 10, Series 9, Series 31 and the SIE. Jonathan is registered in 30 states for broker-dealer activities and 2 states for investment advisor activities. Jonathan also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AK
03/25/2024 - Present
Raymond James & Associates, Inc. (Anchorage AK)
AK
01/15/2010 - 03/27/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANCHORAGE AK)
AK
06/01/2009 - 01/27/2010
MORGAN STANLEY SMITH BARNEY (ANCHORAGE AK)
AK
11/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANCHORAGE AK)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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