Jeffrey James Cobb is a large advisory firm based in Overland Park. It manages $27.44 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kansas and Missouri.
Jeffrey James Cobb provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jeffrey James Cobb is $27.44 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jeffrey James Cobb for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Jeffrey James Cobb performs its advisory services is located at 8655 College Blvd., Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-906-7777 or by fax 913-498-1898. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.