Jonathan Coon

Best-in-State · rank 20 · Palmer, Alaska · listed firm: Raymond James & Associates

Identity & firm

Firm — Raymond James & Associates (high)
- “Raymond James & Associates” — forbes_shook
Parent company — Raymond James Financial, Inc. (high)
- “Raymond James & Associates” — firm_official
Firm type — wirehouse (high)
- “Senior Vice President, Wealth Management, Branch Manager at Raymond James & Associates” — firm_official
Team name — Pioneer Peak Wealth Management (high)
- “Pioneer Peak Wealth Management of Raymond James” — firm_official
Team size — 4 (medium)
- “Jon Coon — Senior Vice President, Wealth Management, Branch Manager; Gail Hill — Senior Client Service Associate; Ally Berg, MBA — Registered Client Service Associate; Michael Morrison — CFP®, Senior Client Relationship ” — firm_official
CRD — gap: not_found_after_search
Years experience — 18 (high)
- “Started career in 2007 at Smith Barney; 14 years at Merrill Lynch before joining Raymond James in March 2024” — firm_official
Designations — CFP, CPWA, MBA (high)
- “CFP®, CPWA®, MBA Mississippi State University” — firm_official

Team AUM ($M) — 184 (high)
- “Team Assets (Custodied): $184M” — forbes_shook
Account minimum ($M) — 0.35 (high)
- “Minimum account size for new business: $350K” — forbes_shook
Typical client net worth ($M) — 2.5 (medium)
- “Typical Net Worth of Relationships: $1-4M” — forbes_shook
Client niche — gap: not_public
Custodians — not_applicable (high)
- “Raymond James & Associates is a wirehouse broker-dealer, not an independent RIA” — firm_official
Fee model — gap: not_public

Website url — https://www.raymondjames.com/pioneerpeakwealth/ (high)
- “Pioneer Peak Wealth Management of Raymond James” — firm_official
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — gap: not_found_after_search
Content marketing — none (medium)
- “No published articles, blogs, newsletters, or market commentary found under Jonathan Coon's or Pioneer Peak's name” — firm_official
Has podcast — no (medium)
- “No podcast hosted by Jonathan Coon or Pioneer Peak found in search results” — firm_official
Books published — 0 (medium)
- “No published books found under Jonathan Coon's name” — firm_official
Linkedin url — https://www.linkedin.com/in/jonathan-jon-coon-b3082172 (high)
- “LinkedIn Profile: Jonathan (Jon) Coon - Senior Vice President, Wealth Management” — social_or_third_party_db
Social presence — linkedin_active (medium)
- “Jonathan (Jon) Coon maintains a LinkedIn profile with professional activity” — social_or_third_party_db
Press awards — InvestmentNews: 'Raymond James extends reach in Alaska with breakaway advisors' (March 2024), Forbes Best-in-State Wealth Management Teams (2025, 2024, 2023 as member of prior team) (high)
- “Raymond James extends reach in Alaska with breakaway advisors” — professional_press
- “Forbes Best-in-State Wealth Management Teams 2025, 2024, 2023” — forbes_shook