Jonathan CoombsCRD Number: 6448182
Current Firm: Nfp Retirement Inc.
Jonathan Coombs (CRD# 6448182) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 7 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Flexpath Strategies||Aliso Viejo, CA||Oct 2015 - Current||6|
|Nfp Retirement||Aliso Viejo, CA||Nov 2014 - Current||7|
|Kestra Investment Services, LLC||Austin, TX||Feb 2015 - Mar 2017||2|
|Self Employed||Draper, UT||Sep 2013 - Oct 2014||1|
|The Stecher And Horowitz Foundation||New York, NY||Jun 2013 - Aug 2013||< 1|
|The Stecher And Horowitz Foundation||New York, NY||Jun 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2015|
|S63||Uniform Securities State Law Examination||May 2015|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
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