Jonathan
Cott

Axa Advisors, LLC

CRD#3144052
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

12377 Merit Drive Suite 1500
Dallas, TX 75251

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$15,345,130,260

TX Average: $7,464,549,021
Total Number of Employees

5,774

TX Average: 88
Total Number of Accounts

52,116

TX Average: 3,892
Average Account Size

$294,442

TX Average: $1,917,921

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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.

1999 - Present (20 years)

Axa Advisors, LLC

Disclosures

Jonathan Cott has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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