Jon Coger (CRD# 5944683) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Institutions, Inc. | Meriden, CT | Nov 2023 - Current | < 1 |
Arizona Federal Credit Union | Mesa, AZ | Aug 2018 - Current | 5 |
Cuso Financial Services, LP | San Diego, CA | Aug 2018 - Nov 2023 | 5 |
Next Financial Group, Inc. | Houston, TX | Apr 2018 - Aug 2018 | < 1 |
Estate Plus | Tempe, AZ | Oct 2017 - Mar 2018 | < 1 |
Bank Of America, N.a. | Chandler, AZ | Mar 2013 - Oct 2017 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Sep 2012 - Oct 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- AZ
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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