Advisor at Coho Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coho Advisory Services, LLC
Location
Sandpoint, ID 83864
Credentials
Series 63, Series 65
Industry experience
14 years
Jeff Bynum is a financial advisor at Coho Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Bynum is the founder of Huntfund, an app designed to help users automate savings toward hunting budgets, with a planned launch in late 2024. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm uses a core passive allocation supplemented by tactical active adjustments and provides both discretionary and non-discretionary management, utilizing the AssetMark platform to access third-party managers.
Based on Coho Advisory Services, LLC
Based on Coho Advisory Services, LLC
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.70% annually $500,001 - $1,000,000: 0.55% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.45% annually $3,000,001+: 0.40% annually
$290 per hour, negotiable
419 N. 2nd Ave,, Suite 207
Sandpoint, ID 83864
Idaho · Washington
Coho Advisory Services, LLC
2024 - Present (2 years)
Park Avenue securities
2019 - Present (7 years)
Guardian Life Insurance Company
2019 - 2024 (5 years)
Park Avenue securities
2019 - Present (7 years)
Park Avenue securities
2019 - Present (7 years)
Guardian life Insurance
2019 - 2025 (6 years)
Guardian life Insurance
2019 - 2025 (6 years)
Guardian Life Insurance Co Of America
2015 - 2019 (4 years)
Primerica Advisors
2015 - 2019 (4 years)
Park Avenue Securities
2012 - Present (14 years)
Guardian Life Insurance
2009 - 2024 (15 years)
Sound Financial Group
2009 - 2019 (10 years)
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