Alfonso Cobb is a registered investment advisor at J.P. Morgan Securities LLC, based in Skokie, IL, with 36 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
7941 Lincoln Ave Skokie, Skokie, IL, 60077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfonso is an adjunct professor at The American College of Financial Services and California Lutheran University, and the Managing Director/Owner of Cobb Consulting Group, LLC, a business coaching and consulting firm. He spends a few hours per week at The American College of Financial Services and minimal time at the other two roles.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Harris Investor Services, INC.
Harris Investor Services, INC.Broker
Harrisdirect LLC
Harrisdirect LLCBroker
Charles Schwab & CO., INC.Broker
Linsco Financial Group, INC.Broker
First Jersey Securities, INC.Broker
First Investors CorporationBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.