Jonathan Cooley is a ChFC-designated registered investment advisor, based in Boston, MA, with 30 years of industry experience.
Location
100 Federal St, Boston, MA, 02110
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Franklin Distributors, LLCBroker
July 2024 - Present · 1 yr 10 mos
Franklin Distributors, LLC
July 2024 - Present · 1 yr 10 mos
Putnam Investment Management, LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
November 1998 - July 2024 · 25 yrs 8 mos
John Hancock Distributors, INC.Broker
May 1995 - September 1998 · 3 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1995 - May 1997 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.