Jeremy Coons, financial advisor Greenwood IN
90 score

Jeremy Coons

CRD Number: 6091871
Current Firm: J.p. Morgan Securities LLC

Jeremy Coons (CRD# 6091871) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwood, IN and has over 4 years of experience in the finance industry.

Similar Advisors
Tod Utter, financial advisor Greenwood IN
Tod M. Utter
CRD# 2807887
I4 Advisors LLC
Score
103
Similar Advisors
Martin Armbruster, financial advisor Greenwood IN
Martin J. Armbruster
CRD# 1068568
Treybourne Wealth Planners
Score
101
Similar Advisors
Thomas Hardin, financial advisor Greenwood IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Score
101
Company Name Location Dates Years
Jpmorgan Securities LLC Greenwood, IN Jan 2016 - Current < 1
Td Ameritrade, Inc. Indianapolis, IN Nov 2013 - Dec 2015 2
Edward Jones Indianapolis, IN Feb 2013 - Nov 2013 < 1
Edward Jones St Louis, MO Sep 2012 - Feb 2013 < 1
Edward Jones Hobart, IN Jul 2012 - Sep 2012 < 1
Wabash College Crawfordsville, IN Aug 2009 - May 2012 2
Wabash College Crawfordsville, IN Aug 2008 - May 2012 3
Correll Company Hickory Hills, IL May 2011 - Aug 2011 < 1
Chicago Steel Gary, IN Jun 2008 - Aug 2011 3
Unemployed Hobart, IN Jun 2008 - Aug 2009 1
Menards Merrillville, IN Nov 2007 - Jun 2008 < 1
Unemployed Hobart, IN May 2000 - Nov 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Jeremy M. Coons
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jeremy Coons and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.