Jeffrey W. Coron
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey William Coron, CIMA® was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1992. Jeffrey had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 26 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 12, 2024 - April 23, 2026
GRANT WILLIAMS L.P.
January 9, 2014 - February 28, 2023
GLENMEDE INVESTMENT MANAGEMENT, LP
January 8, 2013 - March 7, 2023
QUASAR DISTRIBUTORS, LLC
April 14, 2008 - July 26, 2012
ADVISORS ASSET MANAGEMENT, INC.
April 14, 2008 - July 26, 2012
ADVISORS ASSET MANAGEMENT, INC.
December 12, 2007 - September 24, 2008
FORTIGENT, LLC
December 12, 2007 - April 1, 2008
FORTIGENT SECURITIES COMPANY, LLC.
March 31, 2003 - April 4, 2007
NATIXIS DISTRIBUTION, LLC
November 3, 1992 - March 11, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
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.
