Jacob Coan has been an investment adviser representative at GRP Financial Services since October 2024, and is not listed among the firm’s executive officers or direct owners.
GRP Financial Services, LLC is a Farmingdale, ME firm with $155M under management, 846 clients and 5 advisers across 2 offices, as of its January 2026 filing.
Jake Coan is a Financial Advisor for Gosline Retirement Planning. He is an Investment Advisor Representative under GRP Financial Services, LLC, has customer service experience, and is licensed as an insurance agent in the state of Maine.
Jacob Coan’s longest registration was 2 years at Advisory Alpha, LLC (2022–2024). Before joining GRP Financial Services in 2024, Jacob Coan was registered through Advisory Alpha, LLC.
- GRP Retirement PlanningCurrent– present · 2 yearsFarmingdale, ME · Adviser representative · Firm CRD 333183
- Advisory Alpha, LLC– · 2 yearsFarmingdale, ME · Adviser representative · Firm CRD 158282
Investment adviser representative registrations
Jacob Coan is registered as an investment adviser representative in Maine, since October 2024.
- MaineSince 21 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Daniel Coan
- CRD
- 7570046
- Firm
- GRP Financial Services · CRD 333183
- Office
- 633 MAINE AVENUE, Farmingdale, ME 04344
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- grplans.com
Where does Jacob Coan work?
Jacob Coan is an investment adviser representative registered through GRP Financial Services, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Coan a financial advisor?
Yes. Jacob Coan has a current investment-adviser registration in Maine, through GRP Financial Services since October 2024.
How many years of experience does Jacob Coan have?
Jacob Coan has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Jacob Coan passed?
Jacob Coan passed the Series 65 in May 2022.
Where is Jacob Coan based?
Jacob Coan’s registered office is in Farmingdale, ME.
Is Jacob Coan registered with FINRA?
No. Jacob Coan has no current broker registration.
How can I verify Jacob Coan’s record?
Search CRD 7570046 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Coan’s full registration record.
