Jean Kelly Coulanges
Investment adviser representative at A.G.P / Alliance Global Partners
20 yearsExperience
1 stateRegistered in
$2.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- A.G.P. / Alliance Global PartnersFeb 2023 to now
- Wealth Investment GroupAug 2021 to now
- Jean and Veneca CoulangesNov 2015 to now
- Raymond James Financial Services Advisors, Inc.Nov 2021 to Feb 2023
- Raymond James Financial ServicesAug 2021 to Feb 2023
- American ExpressSep 2018 to Jul 2021
- Carnival Cruise LinesOct 2003 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
A.G.P / Alliance Global Partners
Legal name: A.G.P. / Alliance Global Partners, LLC
$2.9BAssets managed
7,490Clients
130Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7410568
- Firm CRD
- 8361