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Inactive

Jonah Matthew Coleman

Retirable

New York, NY

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Current Employers
Retirable

900 Broadway Suite 808, New York, NY 10003 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-17
  • NY RA
    APPROVED
    Since 2024-10-17

Branch Locations

900 Broadway Suite 808, New York, NY 10003 • 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
Ameriprise Financial Services, Llc White Plains NY 08/2021 09/2022
Omega Performance Arlington VA 01/2017 11/2017
Moody's Analytics Arlington VA 11/2017 01/2020
Unemployed West Hartford CT 01/2020 08/2021
Creative Financial Staffing Washington DC 08/2016 12/2016
Wealth Enhancement Advisory Services New York NY 09/2022 Present
Wealth Enhancement Group New York NY 09/2022 Present
Wealth Enhancement Brokerage Services New York NY 09/2022 Present
  • 08/2021 → 09/2022
    Ameriprise Financial Services, Llc
    White Plains, NY
  • 01/2017 → 11/2017
    Omega Performance
    Arlington, VA
  • 11/2017 → 01/2020
    Moody's Analytics
    Arlington, VA
  • 01/2020 → 08/2021
    Unemployed
    West Hartford, CT
  • 08/2016 → 12/2016
    Creative Financial Staffing
    Washington, DC
  • 09/2022 → Present
    Wealth Enhancement Advisory Services
    New York, NY
  • 09/2022 → Present
    Wealth Enhancement Group
    New York, NY
  • 09/2022 → Present
    Wealth Enhancement Brokerage Services
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-06
S65 Uniform Investment Adviser Law Examination 2021-08-14
  • S63 Uniform Securities Agent State Law Examination
    2021-11-06
  • S65 Uniform Investment Adviser Law Examination
    2021-08-14
Other Names
  • Jonah Matthew Coleman
  • Jonah M Coleman
  • Jonah Coleman

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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