Jonathan D. Skorich

COAH FINANCIAL

COLORADO SPRINGS, CO

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CRD#: 6697630

Professional summary

Jonathan David Skorich, who also goes by Jon Skorich, Jonathan Skorich, is a registered financial advisor currently at COAH FINANCIAL located in Colorado Springs, Colorado.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Skorich | Jonathan Skorich

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.

Board of Directors; Skorich; Jonathan; Director; 975 Stout Road, , Colorado Springs, CO, 80921; Not Investment-Related; 04/08/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Short term rental; Renting out my primary residence on occasion through Airbnb.; 6890 Red Cardinal Loop, , Colorado Springs, CO, 80908; Not Investment-Related; 12/21/2020; 0 during trading hours; 1 to 9 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Skorich'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

August 16, 2024 - Present

COAH FINANCIAL

RIA

CRD#: 332283

COLORADO SPRINGS, CO

Past

August 19, 2019 - April 15, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

COLORADO SPRINGS, CO

Past

August 19, 2019 - April 15, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

COLORADO SPRINGS, CO

Past

October 30, 2017 - June 24, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COLORADO SPRINGS, CO

Past

October 30, 2017 - June 24, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

COLORADO SPRINGS, CO

Past

August 1, 2017 - September 27, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLORADO SPRINGS, CO

Past

September 13, 2016 - September 27, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLORADO SPRINGS, CO

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

Colorado
(8/16/2024)

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 66

Date: 7/21/2017

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: 9/13/2016

General Securities Representative Examination

Current Firm

COAH FINANCIAL

COAH FINANCIAL | COAH FINANCIAL, LLC

CRD#: 332283 / SEC#:

Colorado

Registered Investment Advisory firm - (8/16/2024 Approved)

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Contact information

Main Address

Colorado Springs, CO

Mailing Address

9235 N Union Blvd Ste150 Pmb# 366, Colorado Springs, CO 80908

Phone number

(719) 900-1179

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 2,619,809

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. Skorich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Skorich's CRS (Customer Relationship Summary).

Certified licenses

Experience

COAH FINANCIAL

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2016

Current Firm

COAH FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COAH FINANCIAL

TRUST BUT VERIFY

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