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J.W. COONS ADVISORS LLC

HQ - Columbus

Summary

Coons Advisors is a firm that provides customized investment portfolios, estate and philanthropic planning, and a full suite of comprehensive financial planning services.

Deals Overview

Total Deals1

Valued Deals0

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Senior Management

Jim Coons
CEO

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22 Sep 2025|United States|Asset Managers and Custodians

Target: J.W. COONS ADVISORS LLC

Bidder: MAI CAPITAL MANAGEMENT

4 Service Providers

2 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

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