Cobb Wealth Management, LLC

Cobb Wealth Management, LLC (CRD# 146147) is a financial advisory firm headquartered in Kansas City, MO. They manage $11,285,914 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cobb Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Jeffrey J. Cobb
CRD#: 2389105
8655 College Blvd., Suite 135, Overland Park, KS 66210

Jeffrey Cobb (CRD# 2389105) is an Investment Advisor Representative working at Cobb Wealth Management, LLC in Overland Park, KS and has over 24 years of experience in the finance industry. Jeffrey Cobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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