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Jonathan Dewayne Coggins

Investment Adviser Representative at MODERA WEALTH MANAGEMENT, LLC

Littleton, COCRD #1336817Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/25/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 5/4/1987
SIE
Securities Industry Essentials Examination
Passed 4/3/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 4/4/2000
Series 7
General Securities Representative Examination
Passed 4/25/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Modera Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MODERA WEALTH MANAGEMENT, LLCCurrent
9/30/2025Littleton, CO
CHARLES SCHWAB & CO., INC.
5/25/20064/3/2018Lone Tree, CO
T. ROWE PRICE INVESTMENT SERVICES, INC.
3/21/20058/4/2005Baltimore, MD
TERRA NOVA TRADING, L.L.C.
7/23/200210/8/2003New York, NY
SCHWAB CAPITAL MARKETS L.P.
6/29/20008/2/2001Stamford, CT
MORGAN KEEGAN & COMPANY, INC.
4/29/19876/28/2000Memphis, TN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Dewayne Coggins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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