AdvisorOS Directory
Claim Profile
JC

Jonathan Lee Cohen

CG ADVISORY SERVICES·HASLETT, Michigan
Unclaimed Profile
15744 PEACOCK ROAD, HASLETT, MI 48840CRD# 2703972Firm CRD# 110929
01

About

Jonathan Lee Cohen is a registered financial advisor based in HASLETT, Michigan, affiliated with CG ADVISORY SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL ASSET ADVISORY SERVICES, LLC.
CG ADVISORY SERVICES
AUM
$3.2B
Regulatory assets under management
Employees
130
Total firm employees
View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2703972
Firm CRD# 110929
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HASLETT?

Browse all registered financial advisors in HASLETT, Michigan or claim this profile if it's yours.

Browse HASLETT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jonathan Lee Cohen offer?
Jonathan Lee Cohen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HASLETT, Michigan for a consultation.
What are Jonathan Lee Cohen's credentials?
Jonathan Lee Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Lee Cohen located?
Jonathan Lee Cohen is based in HASLETT, Michigan, working with CG ADVISORY SERVICES. Their office serves clients in the HASLETT metropolitan area and surrounding communities.
How does Jonathan Lee Cohen charge for services?
Jonathan Lee Cohen's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CG ADVISORY SERVICES?
CG ADVISORY SERVICES has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HASLETT
Mark David Parker — CAPITAL ASSET ADVISORY SERVICES, LLC.David Michael Robinson — CAPITAL ASSET ADVISORY SERVICES, LLC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile