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John David Coon

LSV ASSET MANAGEMENT·CHICAGO, Illinois
Unclaimed Profile
155 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2260721Firm CRD# 109918
01

About

John David Coon is a registered financial advisor based in CHICAGO, Illinois, affiliated with LSV ASSET MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
LSV ASSET MANAGEMENT
LSV ASSET MANAGEMENT
AUM
$96.0B
Regulatory assets under management
Employees
43
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS
Regulatory
SEC/IARD CRD# 2260721
Firm CRD# 109918
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John David Coon offer?
John David Coon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are John David Coon's credentials?
John David Coon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Coon located?
John David Coon is based in CHICAGO, Illinois, working with LSV ASSET MANAGEMENT. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does John David Coon charge for services?
John David Coon's firm is compensated through percentage of aum, performance-based fees, other: asset-based fee for provision of model portfolios. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LSV ASSET MANAGEMENT?
LSV ASSET MANAGEMENT has approximately 43 employees and manages $96.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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