Jeff E. Bynum

COHO ADVISORY SERVICES

Sandpoint, ID 83864

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CRD#: 5650293

Professional summary

Jeff E Bynum is a registered financial advisor currently at COHO ADVISORY SERVICES, LLC located in Sandpoint, Idaho.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeff has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jeff E Bynum's 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®

None

Experience

Current

April 2, 2024 - Present

COHO ADVISORY SERVICES, LLC

Office #1: 419 N. 2nd Ave, Suite 207, Sandpoint, ID 83864

RIA

CRD#: 325710

Sandpoint, ID

Past

June 13, 2016 - April 16, 2024

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

MISSOULA, MT

Past

February 9, 2012 - April 16, 2024

PARK AVENUE SECURITIES LLC

CRD#: 46173

MISSOULA, MT

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(4/2/2024)

IAR

Washington
(5/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/25/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/8/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COHO ADVISORY SERVICES, LLC

COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS GROUP

CRD#: 325710 / SEC#:

Alaska

Registered Investment Advisory firm - (5/3/2023 Approved)

California

Registered Investment Advisory firm - (12/4/2024 Approved)

Colorado

Registered Investment Advisory firm - (11/15/2024 Approved)

Idaho

Registered Investment Advisory firm - (3/15/2024 Approved)

Nevada

Registered Investment Advisory firm - (10/3/2023 Approved)

Oregon

Registered Investment Advisory firm - (2/4/2025 Approved)

Texas

Registered Investment Advisory firm - (9/26/2023 Approved)

Washington

Registered Investment Advisory firm - (5/10/2024 Approved)

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Contact information

Main Address

3150 C Street Suite 240, Anchorage, AK 99503

Mailing Address

Phone number

(907) 333-2646

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	232
AUM (Assets Under Management)	$ 36,593,947

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.

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Jeff E. Bynum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff E Bynum's CRS (Customer Relationship Summary).

Certified licenses

Experience

COHO ADVISORY SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2016

Series 63

Date: 7/25/2012

SIE

Date: 10/1/2018

Series 6

Date: 2/8/2012

Current Firm

COHO ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COHO ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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