Jonathan Bruce Cott

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. BEYOND STOWE, LLC; DENVER, CO; MAJORITY PARTNER/OWNER; START DATE 12/1/2014; 0 HOURS PER MONTH. 2. FRONT RANGE BANK; INVESTOR; START DATE 11/18/2015; 0 HOURS PER MONTH. 3. ACTING AS TRUSTEE FOR A FAMILY MEMBER TRUST 4. TONIC EQUITY LLC; 2021 MCKINNEY AVE, STE 1600, DALLAS, TX 75201; PASSIVE IVESTOR; START DATE 6/30/2022; 0 HOURS PER MONTH 5. OTS MEDICAL LTD; 7 HASHITA ST, CHEREV LAET, ISRAEL; PASSIVE INVESTOR; START DATE 7/15/2022; 0 HOURS PER MONTH 6. MY HEALTH TRACKS, INC 10625 SCRIPPS RANCH BLVD SUITE C, SANDIEGO, CA 92131/ START DATE 8/04/2022/ PASSIVE 7. PRECISION OS CANADA; START DATE 8/30/22; 0 HOURS PER MONTH; PASSIVE 8. VARIOUS OUTSIDE INSURANCE BROKERAGE ACCOUNTS, VARIOUS INSURANCE ACTIVITIES, DISABILITY INSURANCE SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-29
• S63 Uniform Securities Agent State Law Examination
  1998-11-23

Designations

• Certified Financial Planner

Other Names

• Jonathan Bruce Cott