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J.W. COONS ADVISORS, LLC
J.W. COONS ADVISORS, LLC
COONS ADVISORS
COLUMBUS, Ohio
·
3 registered advisors
·
CRD# 129067
SEC# 801-64017
1
614-918-3500
01
Firm Overview
AUM
$534M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at J.W. COONS ADVISORS, LLC
3 registered advisors
James William Coons
COLUMBUS, Ohio
CRD# 4726541
Keith Michael Blankemeyer
COLUMBUS, Ohio
CRD# 5115459
Robert John Hoffman
COLUMBUS, Ohio
CRD# 4949187
05
Office Locations
COLUMBUS, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. J.W. COONS ADVISORS, LLC (CRD# 129067) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.