James
Coon
Regents Partners, LLC
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About this Advisor
James Coon is a financial advisor who works in Salt Lake City, Utah who has 1 year of industry experience. Coon is an advisor for Regents Partners, LLC. The advisor has gained experience at Foresight Wealth Management, Regents Park Advisors, Statewide Asphault, Church Of Jesus Christ Of Latter-Day Saints, Full Time Student and Regents Partners, LLC. Coon holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Texas and Utah. Regents Partners, LLC is an advisory business based in Salt Lake City, UT. It manages $280 million in assets between its 900 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 900 accounts, 36% belong to high-net-worth clients who have more than $1 million in investable assets. Regents Partners, LLC performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice depend on which services the firm provides the client. However, fee types billed by Regents Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regents Partners, LLC Brokerage Details
$279,500,000
8
900
$310,556
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Coon Work History
James has been registered as a financial advisor for 1 years.*
Regents Partners, LLC
Foresight Wealth Management
Regents Park Advisors
Statewide Asphault
Full Time Student
Church Of Jesus Christ Of Latter-Day Saints
Full Time Student
*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 James Coon 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 Regents Partners, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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