James Lucas Cobb

Employer firm

Investment Counselors Of Redlands LLC CRD 137470

$100.0M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Investment Counselors Of Redlands Llc

101 E. Redlands Blvd. #138, Redlands, CA 92373 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2006-04-05

CA RA
APPROVED

Since 2006-04-05

Branch Locations

101 E. Redlands Blvd. #138, Redlands, CA 92373 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Investment Counselors Of Redlands Llc	Redlands	CA	04/2006	Present

04/2006 → Present

Investment Counselors Of Redlands Llc

Redlands, CA

Previous Registrations

2005-11-07 → 2006-04-05

Smart Investments Advisory Incorporated

Los Angeles, CA

Other Businesses

Redlands Unified School District; Not investment-related; 20 W. Lugonia Ave. Redlands, CA 92374; Education; Classified Substitute; Since August 19, 2021; Approx. 20 hours/month; 0 hours during securities trading hours; Assistant coach for the Redlands High School mock trial team

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-11-05

S65 Uniform Investment Adviser Law Examination

2005-11-05

Designations

Certified Financial Planner

Other Names

James L Cobib
James L Cobb

View on SEC IAPD