Merrill
47yrs
Top advisor by experience in Cincinnati
5yrs
Jonathan Coleman
Full name on record: Jonathan Michael Coleman
Financial advisor at Equitable Advisors
Jonathan Coleman has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Cincinnati, Ohio. Jonathan joined Equitable Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office4000 Smith Road Suite 300, Cincinnati, OH 45209
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowEquitable Advisors, LLCCurrent firm
Contact Jonathan
Local office(513) 762-7700Ask for Jonathan. (212) 314-4600Main office · New York, NY 4000 Smith Road Suite 300Cincinnati, OH 45209Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (513) 762-7700 or the Equitable Advisors main office at (212) 314-4600, and ask for Jonathan Coleman.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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