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RIA / WealthAdvisor16 years in industry

JONATHAN DREW COHEN

Advisor at CHC FINANCIAL SOLUTIONS, LLC

ROCKVILLE, MD

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Search this name across graphsid dfx:ria:f3366071-b9a5-d317-e4e7-50faa39ef308

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 23, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHC FINANCIAL SOLUTIONS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 22, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Sep 22, 2009
First registration: Sep 23, 2009
Dual registered: no
Other names: JON COHEN|JONATHAN COHEN
IAPD individual key: 5670791

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHC FINANCIAL SOLUTIONS, LLC	State registered	Feb 9, 2026	n/a	yes	ROCKVILLE, MD	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jul 22, 2025	Feb 11, 2026	no	Rockville, MD	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Nov 30, 2009	Sep 8, 2025	no	Rockville, MD	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Sep 23, 2009	Nov 16, 2009	no	GAITHERSBURG, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	CHC FINANCIAL SOLUTIONS, LLC	Feb 11, 2026	Feb 9, 2026	-2	Firm change	Ibd to state RIA
AVANTAX ADVISORY SERVICES	CETERA INVESTMENT ADVISERS LLC	Sep 8, 2025	Jul 22, 2025	-48	Bulk transfer	Ibd to ibd
CETERA INVESTMENT ADVISERS LLC	AVANTAX ADVISORY SERVICES	Nov 16, 2009	Nov 30, 2009	14	Firm change	Other

Relationships

Registered with (3)

→ CHC FINANCIAL SOLUTIONS, LLCRegistered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jul 22, 2025 to Feb 11, 2026factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Nov 30, 2009 to Sep 8, 2025factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
Jonathan Drew Cohen left Cetera Investment Advisers Llc for Chc Financial Solutions, Llc (registered 2026-02-09)
Form ADVobserved 5 days ago