Edward Jones

Investment Advisor
in Portland, OR
Are you Christian Coughlan? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

111 Sw 5Th Ave Suite 2060
Portland, OR 97204

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Edward Jones Brokerage Details

Total Assets Under Management


OR Average: $11,469,110,461
Total Number of Employees


OR Average: 458
Total Number of Accounts


OR Average: 33,415
Average Account Size


OR Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2018 - Present (1 year)

Edward Jones

2015 - 2018 (3 years)

J.P. Morgan Securities LLC

2014 - 2015 (1 year)

Amerivest Management LLC

2014 - 2015 (1 year)

Td Ameritrade

2011 - 2014 (3 years)

Bank Of America Na

2005 - 2014 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc


Christian Coughlan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started