Jeffrey J. Cobb

COBB WEALTH MANAGEMENT

KANSAS CITY, MO 64145

Some features on this profile are disabled

CRD#: 2389105

Professional summary

Jeffrey James Cobb, who also goes by Jeff Cobb, is a registered financial advisor currently at COBB WEALTH MANAGEMENT, LLC located in Kansas City, Missouri.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Cobb

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.

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCES COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James 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®

None

Experience

Current

February 1, 2008 - Present

COBB WEALTH MANAGEMENT, LLC

Office #1: 1050 West Blue Ridge Blvd., Kansas City, MO 64145

RIA

CRD#: 146147

KANSAS CITY, MO

Past

January 24, 2007 - July 21, 2008

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

OVERLAND PARK, KS

Past

January 24, 2007 - July 21, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

OVERLAND PARK, KS

Past

January 1, 1998 - January 25, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

OVERLAND PARK, KS

Past

December 1, 1997 - January 25, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

OVERLAND PARK, KS

Past

August 13, 1997 - January 1, 1998

NATIONSSECURITIES

CRD#: 32542

Past

December 6, 1996 - August 13, 1997

BOATMEN'S INVESTMENT SERVICES, INC.

CRD#: 17533

ST. LOUIS, MO

Past

October 13, 1993 - December 9, 1996

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(2/1/2008)

IAR

Missouri
(6/26/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/12/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/2007

General Securities Principal Examination

Current Firm

COBB WEALTH MANAGEMENT, LLC

COBB WEALTH MANAGEMENT | JEFFREY JAMES COBB | COBB WEALTH MANAGEMENT, LLC

CRD#: 146147 / SEC#: 801-68796

RIA

Registered Investment Advisory firm - (7/10/2012 Terminated)

Kansas

Registered Investment Advisory firm - (7/9/2012 Approved)

Missouri

Registered Investment Advisory firm - (7/9/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1050 West Blue Ridge Blvd., Kansas City, MO 64145

Mailing Address

Phone number

(816) 350-9500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 29,943,154

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lori Copeland

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Matthew Quigley

NAVIAN CAPITAL SECURITIES LLC

CINCINNATI, OH

Kurtis Elden

ALLIANZ LIFE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey J. Cobb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Cobb's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

NATIONSSECURITIES

BOATMEN'S INVESTMENT SERVICES, INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/1993

Series 63

Date: 10/6/1993

Series 7

Date: 10/12/1993

Series 24

Date: 7/23/2007

Current Firm

COBB WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COBB WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors