Jonathan Coward, Financial Advisor located in Johnson City, TN

Financial Advisor
Jonathan M Coward

CEPA®
4018 N Roan St, Johnson City, TN 37601opens in a new window
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Focus Areas

  • Business Retirement Plans
  • Intergenerational Planning
  • Inheritance Guidance
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Gardening
  • Culinary Arts
  • Hiking
  • Traveling

Team Members

  • Daniel Hunt
    Associate Financial Advisor
    CEPA®
  • Marlene Vance
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(423) 610-0465

Fax

(888) 501-2986

Office Address

4018 N Roan St
Johnson City, TN 37601opens in a new window

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