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Jonathan David Skorich

Coah Financial

Colorado Springs, CO

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Current Employers
Coah Financial

Colorado Springs, CO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-20
CO RA APPROVED 2024-08-16
  • TX RA
    APPROVED_RES
    Since 2026-02-20
  • CO RA
    APPROVED
    Since 2024-08-16

Branch Locations

Colorado Springs, CO • 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
Unemployed Colorado Springs CO 01/2016 09/2016
Axa Advisors, Llc New York NY 09/2016 09/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Colorado Springs CO 09/2017 06/2019
Bank Of America, N.A. Colorado Springs CO 11/2017 06/2019
Ameriprise Financial Services, Inc. Colorodo Springs CO 08/2019 04/2024
Coah Financial, Llc Colorado Springs CO 05/2024 Present
  • 01/2016 → 09/2016
    Unemployed
    Colorado Springs, CO
  • 09/2016 → 09/2017
    Axa Advisors, Llc
    New York, NY
  • 09/2017 → 06/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Colorado Springs, CO
  • 11/2017 → 06/2019
    Bank Of America, N.A.
    Colorado Springs, CO
  • 08/2019 → 04/2024
    Ameriprise Financial Services, Inc.
    Colorodo Springs, CO
  • 05/2024 → Present
    Coah Financial, Llc
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-21
  • S66 Uniform Combined State Law Examination
    2017-07-21
Other Names
  • Jon Skorich
  • Jonathan Skorich

View on SEC IAPD

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