Jonathan Cohen is a registered investment advisor, based in Rockville, MD, with 16 years of industry experience.
Location
2101 Gaither Road, Suite 290, Rockville, MD, 20850
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a CPA and business owner involved in tax preparation, accounting services, and financial services, dedicating nearly full-time to CHC Financial Solutions, LLC. He also sells disability insurance and equity indexed annuities, and participates in investment committees for professional organizations.
Employment History
Current Registrations
Chc Financial Solutions, LLC
Previous Registrations
The Leaders Group, INC.Broker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
State Registrations3 states
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