Christian
Coughlan

Edward Jones

CRD#4626583
Investment Advisor
in Portland, OR
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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

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

Disclosures

No

Office Location

111 Sw 5Th Ave Suite 2060
Portland, OR 97204

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

OR Average: 458
Total Number of Accounts

3,047,151

OR Average: 33,415
Average Account Size

$107,966

OR Average: $343,232

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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.

2018 - Present (1 years)

Edward Jones

2015 - 2018 (3 years)

J.P. Morgan Securities LLC

2014 - 2015 (1 years)

Amerivest Management LLC

2014 - 2015 (1 years)

Td Ameritrade

2011 - 2014 (3 years)

Bank Of America Na

2005 - 2014 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Christian Coughlan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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