John Coonan, financial advisor Princeton NJ
88 score

John Coonan

CRD Number: 6354923
Current Firm: Edward Jones

John Coonan (CRD# 6354923) is an Investment Advisor Representative working at Edward Jones in Princeton, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2015 < 1
Morgan Stanley Lawrenceville, NJ Jun 2014 - Jun 2015 1
Rec Solar Princeton, NJ Oct 2012 - May 2014 1
American Renewable Energy Piscataway, NJ Sep 2008 - Oct 2012 4
Nymex New York, NY May 1987 - Sep 2008 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for John Coonan
Phone Number: 314-515-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
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, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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