JC
Janice M. Cobb
BLUE HORIZON EQUITY
Ponte Vedra Beach, FL 32082
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CRD#: 1744943
JC
Janice Marguerite CobbBLUE HORIZON EQUITY
Professional summary
Janice Marguerite Cobb is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Ponte Vedra Beach, Florida and CETERA WEALTH SERVICES, LLC located in Ponte Vedra Beach, Florida.
Janice is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Janice has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC. INVESTMENT RELATED: YES ADDRESS: 55 SULLYS TRAIL SUITE F PITTSFORD, NY 14534 NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: ADVISOR START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/1997 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: JANICE M COBB, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY CREATED FOR TAX PURPOSES START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OWNER OF ENTITY CREATED FOR TAX PURPOSES 5. NAME OF OTHER BUSINESS: ITRUST ADVISORS INVESTMENT RELATED: YES ADDRESS: 440 S WARREN ST SUITE 608 SYRACUSE, NY 13202 NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: SALES APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OFFER FIXED INSURANCE 6. NAME OF OTHER BUSINESS: THE DONNA FOUNDATION INVESTMENT RELATED: NO ADDRESS: 1015 ATLANTIC AVE #58 ATLANTIC BEACH, FL 32233 NATURE OF BUSINESS: CHARITY START DATE: 03/2020 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WORK WITH DEVELOPMENT COMMITTEE TO HELP DETERMINE THE BSET WAY TO SUSTAIN THE NON-PROFIT 7. NAME OF THE OTHER BUSINESS: CETERA WEALTH SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: 4400 MARSH LANDING BLVD STE 101, PONTE VEDRA, FL 32082; NATURE OF BUSINESS: BROKER DEALER; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE; HOURS PER WEEK: 20; HOURS DURING TRADING: 20; DUTIES: WEALTH MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Janice Marguerite Cobb's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 24, 2026 - Present
BLUE HORIZON EQUITY, INC.
Office #1: 4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082RIA
CRD#: 341095
Ponte Vedra Beach, FL
Current
June 22, 2026 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4400 Marsh Landing Blvd. Suite 101 & 102, Ponte Vedra Beach, FL 32082BD
CRD#: 13572
Ponte Vedra Beach, FL
Past
October 11, 2024 - June 25, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Jacksonville Beach, FL
Past
October 11, 2024 - June 25, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
Jacksonville Beach, FL
Past
October 10, 2023 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
October 10, 2023 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Ponte Vedra Beach, FL
Past
August 15, 1997 - October 25, 2023
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
JACKSONVILLE BEACH, FL
Past
August 8, 1997 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
August 8, 1997 - October 25, 2023
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
JACKSONVILLE BEACH, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/22/2026)
RR
California(6/22/2026)
RR
Colorado(6/22/2026)
RR
Florida(6/22/2026)
IAR
Florida(6/24/2026)
RR
Georgia(6/22/2026)
RR
New Jersey(6/22/2026)
RR
North Carolina(6/26/2026)
RR
Oregon(6/22/2026)
RR
South Carolina(7/9/2026)
RR
Tennessee(6/22/2026)
RR
Texas(7/8/2026)
IAR
Texas(7/9/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BH
BLUE HORIZON EQUITY, INC.
21ST CENTURY PLANNERS | WATERSTONE FINANCIAL SERVICES | SOLENNIAL WEALTH MANAGEMENT | PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP | MAGII PENSION SERVICES | LAPORTE WEALTH MANAGEMENT GROUP | GENESIS ASSET MANAGEMENT GROUP INC. | FORGE FINANCIAL ADVISORS | FINGER LAKES INVESTMENTS | DANIEL N. SAXE | CAVE WEALTH MANAGEMNET | CARLOZZI FINANCIAL SERVICES | CAPE COD WEALTH STREATEGIES & INSURANCE SERVICES, LLC | BLUE HORIZON EQUITY, INC. | BAILEY FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP
CRD#: 341095 / SEC#: 801-136098
RIA
Registered Investment Advisory firm - (5/6/2026 120-Day Approval)Loading...
Contact information
Main Address
55 Sully's Trail Suite F, Pittsford, NY 14534
Mailing Address
Phone number
+1 (585) 641-7900
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (22 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLUE HORIZON EQUITY, INC.
CRD#: 341095Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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