Jon
Coger
Cuso Financial Services, L.P
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About this Advisor
Jon Coger is a financial advisor working out of San Diego, California, with 5 years of industry experience. Coger is currently employed by Cuso Financial Services, L.P. During their career, Coger has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Estate Plus, Next Financial Group, Inc, Arizona Federal Credit Union and Cuso Financial Services, Lp. Coger maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Cuso Financial Services, L.P is a firm that has its headquarters in San Diego, CA. The company has offices in 977 locations and a total of 803 financial advisors. It handles $4 billion in assets under management across its 25,992 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 13 charities and foundations. Of its 25,992 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the financial services provided. Fees charged by Cuso Financial Services, L.P may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jon Coger Work History
Jon has been registered as a financial advisor for 5 years.*
Arizona Federal Credit Union
Cuso Financial Services, Lp
Next Financial Group, Inc
Estate Plus
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Coger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
Riverside, CA
Vernon Hills, IL
Honolulu, HI
San Diego, CA
Downingtown, PA
Quincy, MA
Corvallis, OR
Anaheim, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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