Unclaimed Profile

Jonathan Joshua Cravens

COPPELL ADVISORY SOLUTIONS, LLC·DALLAS, Texas

SIE, Series 7, Series 63, Series 65Clean record24 years registeredCOPPELL ADVISORY SOLUTIONS, LLC

9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX 75019CRD# 4274980Firm CRD# 156549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Joshua Cravens · DALLAS, TX

Registration

CRD #4274980 · COPPELL ADVISORY SOLUTIONS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COPPELL ADVISORY SOLUTIONS, LLC

UBS PAINEWEBBER INC.

Dec 2001 – Oct 2002

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 27, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUSION INVESTMENT ADVISORS LLC

CRD 156549 · SEC 801-72171

AUM

$850M

Regulatory assets under management

Employees

7,997 client accounts

Services offered by FUSION INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FUSION INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Joshua Cravens offer?

Jonathan Joshua Cravens specializes in Financial Planning, Investment Management, Wealth Management.

What are Jonathan Joshua Cravens's credentials?

Jonathan Joshua Cravens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Joshua Cravens located?

Jonathan Joshua Cravens is based in DALLAS, Texas, last registered with COPPELL ADVISORY SOLUTIONS, LLC.

How does Jonathan Joshua Cravens charge for services?

Jonathan Joshua Cravens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPELL ADVISORY SOLUTIONS, LLC?

COPPELL ADVISORY SOLUTIONS, LLC has approximately 76 employees and manages $850M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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