Jonathan Cott, MBA, ChFC, CFP®

Jonathan Cott, MBA, ChFC, CFP®

Managing Principal

Visit my web site!

Phone: 972-455-9037
Fax: 972-455-9116
E-mail:
 

As a financial professional with AXA Advisors, LLC I am dedicated to helping individuals and small businesses build their financial futures.

I am honored to have received the following recognition from within the financial services community:

  • Sterling Group - Earned membership to one of Axa's most prestigious groups comprised of distinguished, innovative, and respected financial professionals within the company
  • Instructor SMU in Dallas - taught core curriculum for Certified Financial Professional certification at Southern Methodist University in Dallas

My professional goal is to provide my clients with outstanding advice and consultation. To this end, I regularly attend industry training and certifications programs. I have completed the curriculums and passed the rigorous exams for:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Masters Business Administration (MBA-emphasis in investment analysis)
  • NASD Securities Registrations: Series 7,65,63
  • Additional FINRA Securities Registrations: Series 24 (registered securities principal) and Series 53 (registered municipal principal)
  • Texas Life and Health Insurance

My wife and I live in Plano with our daughter.

Please feel free to contact me directly at 972.455.9037, or e-mail me at jonathan.cott@axa-advisors.com.

I look forward to speaking with you.

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® 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.

California Insurance License #: 0D10028


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.