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Jonathan Joshua Cravens

COPPELL ADVISORY SOLUTIONS, LLC·DALLAS, Texas
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9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX 75019CRD# 4274980Firm CRD# 156549
01

About

Jonathan Joshua Cravens is a registered financial advisor based in DALLAS, Texas, affiliated with COPPELL ADVISORY SOLUTIONS, LLC. 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
03

Firm Overview

Firm
FUSION INVESTMENT ADVISORS LLC
COPPELL ADVISORY SOLUTIONS LLC
AUM
$850M
Regulatory assets under management
Employees
76
Total firm employees
View all advisors at FUSION INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4274980
Firm CRD# 156549
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Joshua Cravens offer?
Jonathan Joshua Cravens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
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, working with COPPELL ADVISORY SOLUTIONS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
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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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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