J
Coghlan

Securities America Advisors, Inc

CRD#2281065
Investment Advisor
in San Diego, CA
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About this Advisor

J Coghlan is a financial advisor who works in San Diego, California, who has been in the financial industry for 16 years. Coghlan is an advisor for Securities America Advisors, Inc. Their career trajectory has included roles at Securities America Advisors, Inc, Securities America, Inc and Coghlan Financial Group, Inc. Coghlan holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Securities America Advisors, Inc is a registered investment firm that has its headquarters in San Diego, California. The investment advisory business has offices in 1,238 locations and a total of 1,875 employees. It controls $22 billion in assets among its 141,149 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 65 charitable organizations. Of its 141,149 customer accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely depend on which service is provided. Fee types billed by Securities America Advisors, Inc most likely include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

4370 La Jolla Village Drive Suite 630
San Diego, CA 92122

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

CA Average: $1,978,216,465
Total Number of Employees

1,992

CA Average: 226
Total Number of Accounts

154,747

CA Average: 7,467
Average Account Size

$141,440

CA Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

J Coghlan Work History

J has 16 years of experience.

2007 - Present (12 years)

Coghlan Financial Group, Inc

2002 - Present (17 years)

Securities America Advisors, Inc

2002 - Present (17 years)

Securities America, Inc

Disclosures

J Coghlan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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