Jonathan Coker Email & Phone Number
Senior Vice President
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Jonathan Coker Location
- Rogers, AR, US
Jonathan Coker Work
- 2015 -now Senior Vice President @ Wilson Coker Wealth Advisors
- 2009 -2015 Financial Advisor @ Raymond James
- 2006 -2009 Financial Advisor @
- 2004 -2006 Financial Advisor @
- 2004 -2004 Intern @
Jonathan Coker Education
- University of Arkansas at Little Rock
MBA (Finance and Investments)
2003-2004 - University of Central Arkansas
Bachelor of Business Administration (B.B.A.) (Finance)
1998-2003
Jonathan Coker Skills
- Series 7
- Strategic Financial Planning
- Estate Planning
- Retirement
- Investments
- Life Insurance
- Wealth Management Services
- Financial Goals
- Insurance
- Retirement Planning
- IRAs
- Wealth Management
- ETFs
- Mutual Funds
- 401k
- Fixed Annuities
- Equities
- Investment Strategies
Jonathan Coker Summary
- Jonathan Coker, based in Rogers, AR, US, is currently a Senior Vice President at Wilson Coker Wealth Advisors. Jonathan Coker brings experience from previous roles at Raymond James, Merrill Lynch and Morgan Stanley. Jonathan Coker holds a 2003 - 2004 MBA in Finance and Investments @ University of Arkansas at Little Rock. With a robust skill set that includes Series 7, Strategic Financial Planning, Estate Planning, Retirement, Investments and more. Jonathan Coker has 1 emails and 1 mobile phone numbers on RocketReach.
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