Jonathan B. Cott MBA, ChFC®, CFP®

Managing Partner

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Dallas, Texas, United States

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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
  Associated with Jonathan B. Cott MBA, ChFC®, CFP®