Jonathan Kosco (CRD# 7515502) is an Investment Advisor Representative working at Equitable Advisors, LLC in Austintown, OH and has 1 year of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Jun 2023 - Current | 1 |
Youngstown State University | Youngstown, OH | Aug 2020 - May 2023 | 2 |
The Daily Grind | Girard, OH | May 2020 - May 2023 | 3 |
Equitable Advisors, LLC | Austintown, OH | Feb 2022 - Sep 2022 | < 1 |
Girard Senior High School | Girard, OH | Sep 2016 - Jun 2020 | 3 |
Unemployed | Girard, OH | Jul 2016 - Aug 2016 | < 1 |
Intermediary School | Girard, OH | Sep 2013 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- OH
- PA
-
Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
-
Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.