Jonathan Coker (CRD# 4849425) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rogers, AR and has over 19 years of experience in the finance industry. Jonathan Coker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wilson Coker Meyers, LLC | Rogers, AR | Apr 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | Rogers, AR | Feb 2015 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Rogers, AR | Feb 2015 - Current | 9 |
| Wilson Coker Wealth Advisors, LLC | Rogers, AR | Feb 2015 - Current | 9 |
| Mce, LLC | Roger, AR | Mar 2014 - Current | 10 |
| Raymond James & Associates, Inc. | Rogers, AR | Feb 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- AR
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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