Jon Coomer
Independent Financial Advisor at Cambridge Investment Research, Inc.
- Role
- Osj Principal at Cambridge Investment Research, Inc.
- Location
- Troy, OH, US
- LinkedIn followers
- 500 followers
Experience
Osj Principal
Cambridge Investment Research, Inc.
May 2017 — Present · Troy, OH, US
Office of Supervisory Jurisdiction (OSJ) Principal. FINRA Series 24 licensed.Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Jon Coomer Investment Management are not affiliated.
Skills
- Long-Term Care
- Personal Financial Planning
- 401k Rollovers
- Financial Advisory
- Roth Ira
- Iras
- Asset Managment
- Retirement Planning
- Investment Management
- Financial Goals
- Financial Education
- Estate Planning
- Investments
- Investment Advisory
- Wealth Management
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