Jonathan Peter Koumas
Investment adviser representative at Range Advisory, LLC
19 yearsExperience
4 statesRegistered in
$1.4BFirm assets
4 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Range Advisory, LLCMay 2026 to now
- Range Finance, Inc.May 2026 to now
- Fidelity InvestmentsAug 2024 to May 2026
- Northwestern MutualMay 2023 to Nov 2023
- Ithaca CollegeAug 2020 to Aug 2024
- The Head of the Bay ClubAug 2020 to May 2023
- The Cold Spring Harbor Bath ClubMay 2020 to Aug 2020
- Bottles and CasesMay 2020 to May 2020
- StudentFeb 2007 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (NY, PA, TX, VA).
Range Advisory, LLC
$1.4BAssets managed
1,773Clients
30Advisers
4 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
- 7701690
- Firm CRD
- 321969