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JM

Jonathan Michael Coleman

Investment Adviser Representative at EQUITABLE ADVISORS, LLC

Cincinnati, OHCRD #7303003Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
20 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 20 states
AlabamaCaliforniaColoradoFloridaGeorgiaIllinoisIndianaIowaKansasKentuckyMarylandNevadaNew JerseyNew YorkNorth CarolinaOhioPennsylvaniaTexasUtahVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/8/2022
Series 7
General Securities Representative Examination
Passed 3/5/2021
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/3/2020
SIE
Securities Industry Essentials Examination
Passed 10/2/2020

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Equitable Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EQUITABLE ADVISORS, LLCCurrent
3/10/2022Cincinnati, OH

Official records & sources

Data as of August 10, 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 Michael Coleman 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.

Jonathan Michael Coleman - Financial Advisor in Cincinnati, OH | AdvisorFinder