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Brian Coulter

JBG/FUND IX MANAGER, L.L.C.·CHEVY CHASE, Maryland
Clean recordJBG/FUND IX MANAGER, L.L.C.
C/O THE JBG COMPANIES, 4445 WILLARD AVENUE, CHEVY CHASE, MD 20815-4641CRD# 6762208Firm CRD# 287478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Coulter · CHEVY CHASE, MD
Registration
CRD #6762208 · JBG/FUND IX MANAGER, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Coulter is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with JBG/FUND IX MANAGER, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JBG/FUND IX MANAGER, L.L.C.
THE JBG COMPANIES
AUM
$2.5B
Regulatory assets under management
Employees
53
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6762208
Firm CRD# 287478
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05

Frequently Asked Questions

What services does Brian Coulter offer?
Brian Coulter specializes in Retirement Planning. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Brian Coulter's credentials?
Brian Coulter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Coulter located?
Brian Coulter is based in CHEVY CHASE, Maryland, working with JBG/FUND IX MANAGER, L.L.C.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Brian Coulter charge for services?
Brian Coulter's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JBG/FUND IX MANAGER, L.L.C.?
JBG/FUND IX MANAGER, L.L.C. has approximately 53 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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