JC
JC

Jonah Matthew Coleman

4 Years of Experience
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,396 clients
Average Client Portfolio
$94K average
Assets Under Management
$130.6M

Fee Structure

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Location

41 E 11th Street, 11th Floor, New York, NY, 10003

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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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Employment History
Current Registrations
Retirable
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
September 2022 - September 2024 · 2 yrs
Wealth Enhancement Advisory Services, LLC
September 2022 - September 2024 · 2 yrs
Ameriprise Financial Services, LLCBroker
October 2021 - September 2022 · 11 mos
Ameriprise Financial Services, LLC
September 2021 - September 2022 · 1 yr
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.