About Us

Jonathan Cott, MBA, ChFC®, CFP®

Managing Principal
Phone: 972-455-9037
Fax: 972-455-9116

Jonathan’s dedication to helping individuals and small businesses build their financial futures is evident in every meeting.

His experience in helping his clients achieve a life well planned has resulted in a number of honors and prestigious recognitions within the financial services community including:


  • Guide To America’s Top Financial Planners 2006-2007 - selected by Consumers’ Research Council of America, an independent research company based in Washington, DC
  • ”D” Magazine Top Financial Planner – selected for the second time as one of Dallas’ top financial planners 2006-2007
  • Elite Producer Group (EPG) – Earned membership to Axa Advisor’s most prestigious advisor group comprised of distinguished, innovative and respected financial professionals within the company
  • Instructor SMU in Dallas – taught core curriculum for CFP certification at Southern Methodist University in Dallas



Jonathan’s professional goal is to provide his clients with outstanding advice and consultation. He also regularly attends industry training and certifications programs and has 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



Jonathan and his wife live in Plano with their daughter.

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.

California Insurance License #: 0D10028

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. 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.

Rockbridge Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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