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Jonathon David Coffey

Db & C Advisors, LLC

Holland, MI

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Current Employers
Db & C Advisors, Llc

355 Settlers Road Suite 310, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-28
  • MI RA
    APPROVED
    Since 2025-05-28

Branch Locations

355 Settlers Road Suite 310, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
De Boer, Baumann & Company, Plc Grand Haven MI 07/2012 Present
Db & C Advisors, Llc Holland MI 05/2025 Present
Db & C Investment Services Holland MI 01/2025 Present
  • 07/2012 → Present
    De Boer, Baumann & Company, Plc
    Grand Haven, MI
  • 05/2025 → Present
    Holland, MI
  • 01/2025 → Present
    Db & C Investment Services
    Holland, MI
Other Businesses

1) DE BOER, BAUMANN & COMPANY, PLC; INVESTMENT RELATED; PARTNER; GRAND HAVEN, MI; ACCOUNTING FIRM AFFILIATED ENTITY OF INVESTMENT ADVISOR; MORE THAN 50% OF TIME SPEND DURING TRADING HOURS 2) DB & C INVESTMENT SERVICES, NON-INVESTMENT RELATED; PARTNER; HOLLAND, MI; ENTITY THAT HOLDS PARTIAL OWNERSHIP OF INVESTMENT ADVISORY ENTITY; LESS THAN 1% OF TIME SPENT DURING TRADING HOURS 3) DB & C SOLAR; NOT INVESTMENT RELATED; PARTNER; ENTITY SET UP TO OWN AND RENT SOLAR PANELS; LESS THAN 1% OF TIME SPENT DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-27
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27

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