Cole Bohner

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 05/2025
  Raymond James & Associates
  Dallas, TX
• 05/2025 → Present
  Raymond James & Associates
  Dallas, TX
• 05/2023 → 12/2024
  Champ Sports Company
  Dallas, TX
• 06/2022 → 04/2023
  Bridgepoint Consulting
  Austin, TX
• 05/2020 → 09/2020
  Aristos Ventures
  Dallas, TX
• 06/2021 → 08/2021
  Charles Schwab
  Dallas, TX
• 06/2019 → 08/2019
  Camp Ozark
  Mt. Ida, AR
• 02/2018 → 08/2018
  Bandito's Tex Mex Cantina
  Dallas, TX
• 08/2018 → 05/2022
  University Of Texas At Austin
  Austin, TX
• 08/2014 → 05/2018
  Highland Park High School
  Dallas, TX

Other Businesses

Willy and the Wildcards, not investment-related, no address, music, guitar, I play guitar in a band, I have been playing since May of 2023, Approximately10 hours a month, no hours during securities trading hours, I play guitar in my friends band on the weekend sometimes.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-10