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Jonathan Kobets

Chevy Chase Trust Company

Bethesda, MD

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Current Employers
Chevy Chase Trust Company

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2023-09-25
MD RA APPROVED 2023-08-15
VA RA APPROVED 2023-08-15
  • DC RA
    APPROVED
    Since 2023-09-25
  • MD RA
    APPROVED
    Since 2023-08-15
  • VA RA
    APPROVED
    Since 2023-08-15

Branch Locations

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • 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
OrganizationCityStateFromTo
Neuberger Berman Llc New York NY 02/2012 10/2018
Alliancebernstein Investments, Inc Nashville TN 10/2018 05/2022
Ubs Financial Services Washington D.C. DC 05/2022 05/2023
Chevy Chase Trust Company Bethesda MD 05/2023 Present
  • 02/2012 → 10/2018
    Neuberger Berman Llc
    New York, NY
  • 10/2018 → 05/2022
    Alliancebernstein Investments, Inc
    Nashville, TN
  • 05/2022 → 05/2023
    Ubs Financial Services
    Washington D.C., DC
  • 05/2023 → Present
    Chevy Chase Trust Company
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-23
S63 Uniform Securities Agent State Law Examination 2009-03-05
  • S65 Uniform Investment Adviser Law Examination
    2012-05-23
  • S63 Uniform Securities Agent State Law Examination
    2009-03-05
Other Names
  • Jon Kobets
  • Jonathan Kobets

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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