Axa Advisors, LLC
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About this Advisor
Jonathan Cott is a certified financial planner whose office is in Dallas, Texas. Currently an advisor at Axa Advisors, LLC, Cott has 19 years of work experience in the financial advisory industry. Cott has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Cott can serve customers in Alabama, Colorado, Delaware, Pennsylvania, Texas, Virginia, Arizona, California, Connecticut, Florida, Georgia, Maryland, Minnesota, New Mexico, Ohio and Utah. Cott has spent their complete career at Axa Advisors, LLC. Axa Advisors, LLC is based out of Dallas, Texas, and operates out of 844 brick-and-mortar locations throughout the nation. As a company, Axa Advisors, LLC manages $15 billion in assets across 52,116 client accounts and retains more than 5,774 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 8,811 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 34% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Axa Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Axa Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan Cott Work History
Jonathan has 19 years of experience.
Axa Advisors, LLC
Jonathan Cott has disclosures.
Please visit their SEC profile for more details.