Jeff Bynum (CRD# 5650293) is an Investment Advisor Representative working at Coho Advisory Services, LLC in Anchorage, AK and has over 11 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Coho Advisory Services, LLC | Sandpoint, ID | Mar 2024 - Current | < 1 |
Park Avenue Securities | Fort Worth, TX | Sep 2019 - Current | 4 |
Guardian Life Insurance | Missoula, MT | Mar 2019 - Current | 5 |
Park Avenue Securities | Missoula, MT | Mar 2019 - Current | 5 |
Guardian Life Insurance | Sandpoint, ID | Mar 2019 - Current | 5 |
Park Avenue Securities | Sandpoint, ID | Mar 2019 - Current | 5 |
Park Avenue Securities | Fort Worth, TX | Jul 2012 - Current | 11 |
Guardian Life Insurance Company | Fort Worth, TX | Sep 2019 - Mar 2024 | 4 |
Guardian Life Insurance | Fort Worth, TX | Apr 2009 - Mar 2024 | 14 |
Sound Financial Group | Bothell, WA | Apr 2009 - Sep 2019 | 10 |
Guardian Life Insurance Co Of America | Fort Worth, TX | Mar 2015 - Mar 2019 | 4 |
Park Avenue Securities LLC | Fort Worth, TX | Mar 2015 - Mar 2019 | 4 |
Guardian Life Insurance Co Of America | Bothell, WA | May 2012 - Mar 2015 | 2 |
Park Avenue Securities LLC | Bothell, WA | May 2012 - Mar 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2012 |
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- ID
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$97,321
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, ID, NV, TX
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