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Jonathan S
Series 66
Colorado Springs, CO
Coah Financial
Jonathan Skorich is a financial advisor at COAH Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Bank of America, Merrill, and AXA Advisors. COAH Financial provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer plan sponsors. The firm uses a blend of Modern Portfolio Theory with passive and active fund selections and offers educational seminars and speaking engagements.
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