Advisor at Cobb Wealth Management, LLC
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Firm
Cobb Wealth Management, LLC
Location
Kansas City, MO 64145
Credentials
Series 63, Series 65
Industry experience
28 years
Jeffrey Cobb is the sole advisor at Cobb Wealth Management, LLC in Kansas City, MO, holding Series 63 and Series 65 designations with 28 years of industry experience. He has operated his firm since 2009, previously doing business as Jeffrey James Cobb. Cobb Wealth Management offers discretionary and non-discretionary asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a goal-driven investment process incorporating both fundamental and technical analysis and provides specialized planning for business owners and estate preservation alongside individual wealth management.
Based on Cobb Wealth Management, LLC
$200 per hour for financial planning and consulting
Minimum fee: $1,000 minimum annual fee, may be waived or reduced
1050 West Blue Ridge Blvd.
Kansas City, MO 64145
Kansas · Missouri · Texas
Cobb Wealth Management, LLC (formerly Jeffrey James Cobb d/b/a
2009 - Present (17 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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