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 Equitable 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®) professional
  • 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



 

California Insurance License #: 0D10028

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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

Arkansas Insurance License #: 2221337

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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