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JC

Jeffrey W. Coron

GRANT WILLIAMS L.P.
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 2220269
JC

Professional summary

Jeffrey William Coron, CIMA® is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 26 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey William Coron's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Current

June 12, 2024 - Present

GRANT WILLIAMS L.P.

Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103
BD
CRD#: 45961
Philadelphia, PA
Past

January 9, 2014 - February 28, 2023

GLENMEDE INVESTMENT MANAGEMENT, LP

RIA
CRD#: 108165
PHILADELPHIA, PA
Past

January 8, 2013 - March 7, 2023

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Philadelphia, PA
Past

April 14, 2008 - July 26, 2012

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
PRINCETON, NJ
Past

April 14, 2008 - July 26, 2012

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
PRINCETON, NJ
Past

December 12, 2007 - September 24, 2008

FORTIGENT, LLC

RIA
CRD#: 138164
RADNOR, PA
Past

December 12, 2007 - April 1, 2008

FORTIGENT SECURITIES COMPANY, LLC.

BD
CRD#: 46022
ROCKVILLE, MD
Past

March 31, 2003 - April 4, 2007

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

November 3, 1992 - March 11, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(6/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/30/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/12/2024
Investment Company Products/Variable Contracts Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/10/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GW
GRANT WILLIAMS L.P.
GRANT WILLIAMS L.P. | GWLP

CRD#: 45961 / SEC#: , 8-51249

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Mailing Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Phone number
(215) 432-7579
Established
Pennsylvania since 06/26/1998
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
PORTFOLIO SOLUTIONS LLCSHAREHOLDER
GRANT, STEVEN TAYLORPRESIDENT, CEO, CCO, CFO826826
GRW, INC.GENERAL PARTNER

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRANT WILLIAMS L.P.

CRD#: 45961Philadelphia, PA 19103

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