Jonathon Coe, financial advisor Sault Sainte Marie MI

Jonathon Coe

CRD Number: 4379951
Current Firm: Hantz Financial Services, Inc.

Jonathon Coe (CRD# 4379951) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Sault Sainte Marie, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Hantz Financial Services Southfield, MI Nov 2012 - Current 9
Hantz Financial Services Southfield, MI Oct 2012 - Nov 2012 < 1
Farmers Insurance Flint, MI Apr 2012 - Oct 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jonathon C. Coe
Phone Number: 248-304-2855
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    5,652
    MILLIONS
  • Total Number of Accounts
    69,591
    ACCOUNTS
  • Average Account Value
    $81,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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