Joseph H Coles
Chief Financial OfficerMerit Financial Group, LLC
About Joseph H Coles
Joseph H Coles is listed as Chief Financial Officer at Merit Financial Group, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Merit Financial Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joseph H Coles work?
Joseph H Coles is listed as Chief Financial Officer at Merit Financial Group, LLC on SEC Form ADV.
How much of Merit Financial Group, LLC does Joseph H Coles own?
Form ADV reports a beneficial ownership band of Under 5%.
Merit Financial Group, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |