Jeff E Bynum
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS
Contact Information
Main Address
3150 C Street Suite 240, Anchorage, AK 99503Phone Number
(907) 333-2646# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
310AUM (Assets Under Management)
$52,421,554Similar Advisors
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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.
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State Registrations and Notice Filings
(4/2/2024)
(5/15/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2012About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeff E Bynum's CRS (Customer Relationship Summary).
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