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Jonathan Lee Cohen

CG ADVISORY SERVICES·HASLETT, Michigan
SIE, Series 6, Series 7, Series 26, Series 63CFP16 years registeredCG ADVISORY SERVICES
15744 PEACOCK ROAD, HASLETT, MI 48840CRD# 2703972Firm CRD# 110929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Lee Cohen · HASLETT, MI
Registration
CRD #2703972 · CG ADVISORY SERVICES · 16 years registered
Brand Profile
Not yet started
01

Career History

CG ADVISORY SERVICES
Sep 2010 – present
INVEST FINANCIAL CORPORATION
Jan 2010 – May 2015
HASLETT, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
Registration record
First registered · January 22, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

2012Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
CAPITAL ASSET ADVISORY SERVICES, LLC.
CRD 110929 · SEC 801-67082
AUM
$3.2B
Regulatory assets under management
Employees
130
17,241 client accounts
Services offered by CAPITAL ASSET ADVISORY SERVICES, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Other Advisors at CG ADVISORY SERVICES

Anthony Joseph Mazzali
WILLIAMSTON, MI
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Mark David Parker
HASLETT, MI
Jeffrey John Casey
WILLIAMSTON, MI
CFPChFC
Adam Patrick Lesperance
WILLIAMSTON, MI
CFPChFC
David Michael Robinson
HASLETT, MI
CFP
Kenneth Patrick Evangelista
WILLIAMSTON, MI

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Research
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