J.W. COONS ADVISORS, LLC

COONS ADVISORS
COLUMBUS, Ohio·3 registered advisors·CRD# 129067
SEC# 801-640171614-918-3500
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 PlanningInvestment ManagementWealth Management
04

Advisors at J.W. COONS ADVISORS, LLC

3 registered advisors
James William Coons
COLUMBUS, Ohio
Keith Michael Blankemeyer
COLUMBUS, Ohio
Robert John Hoffman
COLUMBUS, Ohio
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.