TrueAdvisor
TrueAdvisor
JC
CFA
JC
CFA

John Patrick Cogswell

Mariner
29 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Mariner
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
3,242 clients
Average Client Portfolio
$726K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only

Location

5700 West 112th Street, Suite 500, Overland Park,, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mariner
February 2010 - Present · 16 yrs
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - November 2021 · 4 yrs 8 mos
MML Investors Services, LLC
March 2017 - December 2017 · 9 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
February 2014 - January 2015 · 11 mos
New England Securities Corporation
August 2009 - December 2010 · 1 yr 4 mos
New England SecuritiesBroker
August 2009 - January 2015 · 5 yrs 5 mos
E*trade Securities LLCBroker
November 2005 - August 2009 · 3 yrs 9 mos
Kobren Insight Management INC
July 2001 - October 2009 · 8 yrs 3 mos
Kobren Insight Brokerage, INCBroker
May 2001 - November 2005 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
January 1999 - May 2001 · 2 yrs 4 mos
Gruntal & CO., L.L.C.Broker
December 1995 - January 1999 · 3 yrs 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.