Jonathan Drew Cohen

Current Employers

Employment History

• 11/2009 → 09/2025
  Avantax Investment Services, Inc.
  Rockville, MD
• 11/2009 → 09/2025
  Avantax Advisory Services
  Rockville, MD
• 12/2011 → Present
  Chc Financial Solutions, Llc
  Rockville, MD
• 07/2010 → 09/2025
  Avantax Insurance Agency, Llc
  Rockville, MD
• 02/2026 → Present
  Chc Financial Solutions, Llc
  Rockville, MD
• 07/2025 → 02/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → 02/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2026 → 03/2026
  The Leaders Group Dba Simplicity Group
  Summit, NJ

Previous Registrations

• 2025-07-22 → 2026-02-11
  Cetera Investment Advisers Llc
  Rockville, MD
• 2009-11-30 → 2025-09-08
  Avantax Advisory Services
  Rockville, MD
• 2009-09-23 → 2009-11-16
  Cetera Investment Advisers Llc
  Gaithersburg, MD

Other Businesses

1.) CHC FINANCIAL SOLUTIONS, LLC - 12/1/2011 - 2101 Gaither Road, Suite 290, Rockville MD 20850 - Owner/IAR and CPA and CCO of RIA, operate the business, meet with clients and prospects to provide financial services, accounting, business and tax advice, and prepare income tax returns, Investment Advisor Representative as of 2026, Invt Rel, Accounting Services/Tax Preparation, as of 1/2026 - RIA, 120 hrs/mo; 90 hrs/mo (during trading hours). 2.) MARYLAND ASSOCIATION OF CPAS, ("MACPA") - 1/1/2024 - 901 Dulaney Valey Rd, Suite 800, Towson MD 21204 - Investment Committee Member, Meet approximatley twice per year to review and evaluateinvestment reports provided by the MACPA's financial advisor. The financial advisor monitors the portfolio managers and reports back to the Committee, Invt Rel, The members of the MACPA Investment Committee oversee the investments of the MACPA and MACPA Foundation. They evaluate the performance of portfolio managers and advisors, and the adherence to the Investment Policy, reporting to Board of Directors, 1 hr/mo; 1 hr/mo (during trading hours). 3.) ASSOCIATION OF PRACTICING CPAS - 12/1/2021 - 932 Hungerford Drive#17A, Rockville MD 20850 - Board Member - The Board of Trustees plans CPE courses for members and sets the annual budget of the organization, there is a paid treasurer/accountant thatmanages all of the books and records and reports to the Board of Trustees, not Invt Rel, Member of the Board of Truof the APCPA. This is a volunteer position, 1 hr/mo; 1 hr/mo (during trading hours). 4.) Independent Insurance Agent - 2/1/2026 - 2101 Gaither Road, Suite 290, Rockville MD 20850 - Licensed Insurance Agent, analyze and present insurance products, Invt Rel, selling insurance products, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2009-09-22

Other Names

• Jon Cohen
• Jonathan Cohen