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James William Coons

J.W. COONS ADVISORS, LLC·COLUMBUS, Ohio
Series 65Clean record22 years registeredJ.W. COONS ADVISORS, LLC
1151 BETHEL ROAD, SUITE 204-B, COLUMBUS, OH 43220CRD# 4726541Firm CRD# 129067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James William Coons · COLUMBUS, OH
Registration
CRD #4726541 · J.W. COONS ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Oct 2025 – present
COONS ADVISORS
Nov 2005 – Sep 2025
COLUMBUS, OH
J.W. COONS ADVISORS, LLC
Dec 2003 – Mar 2005
UPPER ARLINGTON, OH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 16, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
J.W. COONS ADVISORS, LLC
CRD 129067 · SEC 801-64017
AUM
$534M
Regulatory assets under management
Employees
9
341 client accounts
Services offered by J.W. COONS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at J.W. COONS ADVISORS, LLC →
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05

Frequently Asked Questions

What services does James William Coons offer?
James William Coons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are James William Coons's credentials?
James William Coons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Coons located?
James William Coons is based in COLUMBUS, Ohio, working with J.W. COONS ADVISORS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does James William Coons charge for services?
James William Coons's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.W. COONS ADVISORS, LLC?
J.W. COONS ADVISORS, LLC has approximately 9 employees and manages $534M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J.W. COONS ADVISORS, LLC

Keith Michael Blankemeyer
COLUMBUS, OH
Robert John Hoffman
COLUMBUS, OH

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