JC
Jacob D. Coan
GRP FINANCIAL SERVICES
FARMINGDALE, ME 04344
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CRD#: 7570046
JC
Professional summary
Jacob Daniel Coan is a registered financial advisor currently at GRP FINANCIAL SERVICES, LLC located in Farmingdale, Maine.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 2 firms and has passed the Series 65 exam.
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.
(1) Gosline Retirement Planning; Investment-related; 633 Maine Ave, Farmingdale, ME 04344; Financial Manager; 05/2022; Approx 160 hours/month; Approx. 160 hours/month during trading hours; Financial services. (2) Gosline Retirement Planning; Investment-related; 633 Maine Ave, Farmingdale, ME 04344; Licensed Insurance Agent; 04/2022; Approx. 12.5 hours/month; Approx. 12.5 hours/month during trading hours; Insurance product sales. (3) Summit Real Estate; Not Investment-related; 227 Water St Suite 222, Augusta, ME 04330; Sales Agent; 05/2021; Less than 5 hours/month; Zero hours during trading hours. Real estate sales.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Daniel Coan'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®
NoneExperience
Current
October 21, 2024 - Present
GRP FINANCIAL SERVICES, LLC
Office #1: 633 Maine Avenue, Farmingdale, ME 04344RIA
CRD#: 333183
FARMINGDALE, ME
Past
July 25, 2022 - October 24, 2024
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
FARMINGDALE, ME
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GRP FINANCIAL SERVICES, LLC
GOSLINE RETIREMENT PLANNING, INC. | GRP FINANCIAL SERVICES, LLC
CRD#: 333183 / SEC#: 801-131281
RIA
Registered Investment Advisory firm - (10/10/2024 Approved)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
Maine(10/21/2024)
Current Firm
GF
GRP FINANCIAL SERVICES, LLC
GOSLINE RETIREMENT PLANNING, INC. | GRP FINANCIAL SERVICES, LLC
CRD#: 333183 / SEC#: 801-131281
RIA
Registered Investment Advisory firm - (10/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
633 Maine Avenue, Farmingdale, ME 04344
Mailing Address
Phone number
(207) 622-4494
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 109,866,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GRP FINANCIAL SERVICES, LLC
CRD#: 333183Farmingdale, ME 04344TRUST BUT VERIFY
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