Cole Bohner
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Jan 2025 to now
- Champ Sports CompanyMay 2023 to Dec 2024
- Bridgepoint ConsultingJun 2022 to Apr 2023
- Charles SchwabJun 2021 to Aug 2021
- Aristos VenturesMay 2020 to Sep 2020
- Camp OzarkJun 2019 to Aug 2019
- University of Texas At AustinAug 2018 to May 2022
- Bandito's Tex Mex CantinaFeb 2018 to Aug 2018
- Highland Park High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 8023836
- Firm CRD
- 705