Jeffrey James Cobb

Employer firm

Cobb Wealth Management, LLC CRD 146147

$36.5M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Cobb Wealth Management, Llc

1050 West Blue Ridge Blvd., Kansas City, MO 64145 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-21
MO	RA	APPROVED	2008-06-26
KS	RA	APPROVED	2008-02-01

TX RA
APPROVED

Since 2026-01-21
MO RA
APPROVED

Since 2008-06-26
KS RA
APPROVED

Since 2008-02-01

Branch Locations

1050 West Blue Ridge Blvd., Kansas City, MO 64145 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Cobb Wealth Management, Llc (Formerly Jeffrey James Cobb D/B/A	Kansas City	MO	05/2009	Present

05/2009 → Present

Cobb Wealth Management, Llc (Formerly Jeffrey James Cobb D/B/A

Kansas City, MO

Previous Registrations

2007-01-24 → 2008-07-21

Cambridge Investment Research Advisors, Inc.

Overland Park, KS
1997-12-01 → 2007-01-25

Banc Of America Investment Services, Inc.

Overland Park, KS

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-10-15
S63	Uniform Securities Agent State Law Examination	1993-10-06

S65 Uniform Investment Adviser Law Examination

1993-10-15
S63 Uniform Securities Agent State Law Examination

1993-10-06

Other Names

Jeff Cobb

View on SEC IAPD

Employer firm

Current Employers

Cobb Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Nearby Firms

Nearby Investors

Nearby Offices

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