Jonathan D. Cohen

CHC FINANCIAL SOLUTIONS

ROCKVILLE, MD 20850

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CRD#: 5670791

Professional summary

Jonathan Drew Cohen, who also goes by Jon Cohen, Jonathan Cohen, is a registered financial advisor currently at CHC FINANCIAL SOLUTIONS, LLC located in Rockville, Maryland and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jonathan has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Cohen | Jonathan Cohen

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 Jonathan Drew Cohen'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

February 9, 2026 - Present

CHC FINANCIAL SOLUTIONS, LLC

Office #1: 2101 Gaither Road Suite 290, Rockville, MD 20850

RIA

CRD#: 339881

ROCKVILLE, MD

Current

February 19, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

July 22, 2025 - February 11, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Rockville, MD

Past

July 22, 2025 - February 11, 2026

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Rockville, MD

Past

November 30, 2009 - September 8, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Rockville, MD

Past

November 30, 2009 - September 8, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Rockville, MD

Past

September 23, 2009 - November 16, 2009

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

GAITHERSBURG, MD

Past

July 29, 2009 - November 16, 2009

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

GAITHERSBURG, MD

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.

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

Delaware
(2/19/2026)

IAR

Maryland
(2/10/2026)

Maryland
(2/19/2026)

Pennsylvania
(2/19/2026)

IAR

Texas
(2/9/2026)

IAR

Virginia
(2/10/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CHC FINANCIAL SOLUTIONS, LLC

CRD#: 339881 / SEC#:

Texas

Registered Investment Advisory firm - (12/11/2025 Conditional Restricted)

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Contact information

Main Address

2101 Gaither Road Suite 290, Rockville, MD 20850

Mailing Address

Phone number

(301) 518-5725

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Jonathan D. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Drew Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHC FINANCIAL SOLUTIONS, LLC

THE LEADERS GROUP, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2009

FINRA

Current Firm

CHC FINANCIAL SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

CHC FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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