Jonathan B. Cott MBA, ChFC®, CFP®

Jonathan B. Cott MBA, ChFC®, CFP®

Managing Partner

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  • Timeline

  • About me

    Certified Financial Planner

  • Education

    • University of Colorado at Boulder

      -
      Bachelor's degree Finance and Economics
    • University of North Texas

      -
      Master of Business Administration (MBA) Emphasis in Investment Analysis
  • Experience

    • Rockbridge Financial LLC

      Jan 1998 - now
      Managing Partner
    • Equitable Advisors

      Sept 1998 - now
      CFP ACS 115089 (10/20)

      CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

    • AXA Advisors

      Sept 1998 - now
      Financial Planning Professional
    • Southern Methodist University

      Sept 2005 - Jun 2006
      Instructor

      Taught core curriculum for Certified Financial Professionals certification at SMU

  • Licenses & Certifications

    • Certified Financial Planner ™ CFP®

      Certified Financial Planning Board of Standards, Inc.
    • Chartered Financial Consultant ChFC®

    • Series 24

      FINRA
    • Series 53

      FINRA
    • Series 63

      FINRA
    • Series 65

      FINRA
    • Series 7

      FINRA
    • Texas General Lines: Agent Life, Accident, Health and HMO

      Texas Department of Insurance
  • Honors & Awards

    • Awarded to Jonathan B. Cott MBA, ChFC®, CFP®
      Sterling Group AXA Advisors, LLC Earned membership to one of AXA’s most prestigious groups comprised of distinguished, innovative, and respected financial
  • Volunteer Experience

    • Financial Writer

      Issued by DFW Publications
      DFW PublicationsAssociated with Jonathan B. Cott MBA, ChFC®, CFP®