JC
JC

Jonathan Cobb

18 Years of Experience
Horsham, PA
1 DisclosureBrokerSells Insurance

Jonathan Cobb is a registered investment advisor at MML Investors Services, LLC, based in Horsham, PA, with 18 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

220 Gibraltar Road, Suite 350, Horsham, PA, 19044-2306

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History

Regulatory History (1)
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Judgment / Lien
November 2023
Other Business ActivitiesSells Insurance

Jonathan is involved in selling life insurance, health insurance, and group health insurance, dedicating a few hours per week to this activity. He also serves as a Commissioner for the Township of Springfield, spending a few hours per week in this role.

Employment History
Current Registrations
MML Investors Services, LLC
May 2013 - Present · 13 yrs 5 mos
MML Investors Services, LLCBroker
February 2013 - Present · 13 yrs 8 mos
MML Investors Services, LLC
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
New England Securities Corporation
August 2008 - January 2013 · 4 yrs 5 mos
New England SecuritiesBroker
June 2008 - January 2013 · 4 yrs 7 mos
State Registrations5 states
CTNCNJNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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