J.w. Coons Advisors, LLC

J.w. Coons Advisors, LLC (CRD# 129067) is a financial advisory firm headquartered in Columbus, OH. They manage $328,182,125 in 274 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $1,197,745
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, MI, OH, TX

Financial Advisors at J.w. Coons Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Keith M. Blankemeyer
CRD#: 5115459
1151 Bethel Road, Columbus, OH 43220
93
Wealthminder
score

Keith Blankemeyer (CRD# 5115459) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Columbus, OH and has over 7 years of experience in the finance industry.

2
James W. Coons
CRD#: 4726541
1151 Bethel Road, Suite 204-b, Columbus, OH 43220
93
Wealthminder
score

James Coons (CRD# 4726541) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

3
Anthony P. Lepore
CRD#: 872743
Naples, FL
93
Wealthminder
score

Anthony Lepore (CRD# 872743) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Naples, FL and has over 37 years of experience in the finance industry.

4
John P. McCorkle
CRD#: 4954927
1151 Bethel Road, Suite 204-b, Columbus, OH 43220
93
Wealthminder
score

John McCorkle (CRD# 4954927) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Columbus, OH and has over 11 years of experience in the finance industry.

5
Frank W. Siegel
CRD#: 814006
1151 Bethel Road, Suite 204-b, Columbus, OH 43220
93
Wealthminder
score

Frank Siegel (CRD# 814006) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Columbus, OH and has over 19 years of experience in the finance industry.

6
Douglas C. Brooks
CRD#: 5765624
1151 Bethel Road, Suite 204-b, Columbus, OH 43220
90
Wealthminder
score

Douglas Brooks (CRD# 5765624) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry. Douglas Brooks 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.

7
Pikling M. Cheung
CRD#: 6598896
1151 Bethel Road, Suite 204-b, Columbus, OH 43220
90
Wealthminder
score

Pikling Cheung (CRD# 6598896) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry.

8
Robert J. Hoffman
CRD#: 4949187
4683 Winterset Drive, Columbus, OH 43220
90
Wealthminder
score

Robert Hoffman (CRD# 4949187) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.