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About this Advisor
Christian Coughlan is a certified financial planner operating out of Portland, Oregon, who has 13 years of work experience. Coughlan is an employee of Edward Jones. Coughlan has gained experience at Amerivest Management LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Na, Td Ameritrade, J.P. Morgan Securities LLC and Edward Jones. Coughlan has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in Oregon. Edward Jones is a registered investment company that has its headquarters in Portland, Oregon. The company has offices in 12,884 locations and a total of 23,510 people on staff. It administers $312 billion in total assets across its 2,500,304 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 852 charitable organizations. Of its 2,500,304 customer accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which services are provided. However, fees charged by Edward Jones can be comprised of some combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christian Coughlan Work History
Christian has 13 years of experience.
J.P. Morgan Securities LLC
Amerivest Management LLC
Bank Of America Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Christian Coughlan has no disclosures.
Please visit their SEC profile for more details.