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Jacob John Coheley

LINCOLN ENERGY HOLDINGS LLC·ENGLEWOOD, Colorado
Unclaimed Profile
3333 S BANNOCK ST, ENGLEWOOD, CO 80110CRD# 7853612Firm CRD# 333026
01

About

Jacob John Coheley is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with LINCOLN ENERGY HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LINCOLN ENERGY HOLDINGS LLC
LINCOLN ENERGY HOLDINGS LLC
AUM
$127M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at LINCOLN ENERGY HOLDINGS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PERCENTAGE OF CAPITAL COMMITMENTS
Regulatory
SEC/IARD CRD# 7853612
Firm CRD# 333026
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob John Coheley offer?
Jacob John Coheley specializes in Retirement Planning. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Jacob John Coheley's credentials?
Jacob John Coheley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob John Coheley located?
Jacob John Coheley is based in ENGLEWOOD, Colorado, working with LINCOLN ENERGY HOLDINGS LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Jacob John Coheley charge for services?
Jacob John Coheley's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of capital commitments. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN ENERGY HOLDINGS LLC?
LINCOLN ENERGY HOLDINGS LLC has approximately 12 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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