Jonathan
Cohen
Avantax Advisory Services
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About this Advisor
Jonathan Cohen is a financial advisor based in Rockville, Maryland, working with Avantax Advisory Services. Jonathan has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, Lincoln Financial Group, Insurance Marketing Center, Chc Financial Solutions, LLC, and Avantax Insurance Agency, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Jonathan is part of Avantax Advisory Services, which operates out of Rockville, Maryland. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Educational seminars/workshops
- Other
Jonathan Cohen Work History
Chc Financial Solutions, LLC
Lincoln Financial Group
Insurance Marketing Center
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Chc Financial Solutions, LLC
Disclosures
Please visit the SEC profile of Jonathan Cohen 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 Avantax Advisory Services
Danville, CA
Ocean City, MD
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
Lomita, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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