JC
JC

Jonathan Coon

18 Years of Experience
Anchorage, AK
Broker

Jonathan Coon is a registered investment advisor at Raymond James & Associates, INC., based in Anchorage, AK, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

188 W Northern Lights Blvd., Suite 1210, Anchorage, AK, 99503

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History

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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Other Business Activities

Jonathan is a JV coach/varsity assistant coach for Colony High School's basketball team, a non-profit organization. He also works as a paid basketball camp site director for NBC Camps, organizing and running basketball camps for high school athletes.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - March 2024 · 14 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2010 - March 2024 · 14 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Citigroup Global Markets INC.
December 2007 - June 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
State Registrations30 states
AKAZCACOFLGAHIIDILINKSMIMOMTNDNENJNMNVOKORSCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jonathan Coon - Financial Advisor | TrueAdvisor