Managing Partner
Rockbridge Financial Llc
AeroLeads people directory · profile
Jonathan B. Cott Mba, Chfc®, Cfp® Email & Phone Number
Managing Partner
at
Rockbridge Financial LLC
1 work email found
@axa-advisors.com
2 phones found area 972
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Dallas, Texas, United States
Who is Jonathan B. Cott Mba, Chfc®, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan B. Cott Mba, Chfc®, Cfp® is listed as Managing Partner at Rockbridge Financial LLC, based in Dallas, Texas, United States. AeroLeads shows a work email signal at axa-advisors.com, phone signal with area code 972, and a matched LinkedIn profile for Jonathan B. Cott Mba, Chfc®, Cfp®.
Jonathan B. Cott Mba, Chfc®, Cfp® previously worked as Financial Planning Professional at Axa Advisors and CFP ACS 115089 (10/20) at Equitable Advisors. Jonathan B. Cott Mba, Chfc®, Cfp® holds Bachelor'S Degree, Finance And Economics from University Of Colorado At Boulder.
Company email context
Email format at Rockbridge Financial LLC
This section adds company-level context without repeating Jonathan B. Cott Mba, Chfc®, Cfp®'s masked contact details.
*@axa-advisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan B. Cott Mba, Chfc®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan B. Cott Mba, Chfc®, Cfp®
Rockbridge Financial Group provides financial services and wealth protection strategies to pre and post retirees, business owners and fortune 1000 business executives throughout the Dallas/Fort Worth Metroplex. We are positioned as the "go to" firm for financial services. Through top quality planning, excellent personnel and strategic business relationships our clients can expect superior service. We strive to provide financial strategies, beyond expectations, that will always serve in your best interest.We will uphold the highest of ethics and integrity and it is our desire to exceed your expectations of service and provide you with only the best financial services. We sincerely care about you, your family, and your dreams.We are determined to finish what we start and deliver what we say. This is our promise to you!
Listed skills include Business Development, Customer Service, Finance, Financial Planners, and 5 others.
Current workplace
Jonathan B. Cott Mba, Chfc®, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Jonathan B. Cott Mba, Chfc®, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Professional
Cfp Acs 115089 (10/20)
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Managing Partner
Instructor
Taught core curriculum for Certified Financial Professionals certification at SMU
Sep 2005 - Jun 2006
2 education records
Jonathan B. Cott Mba, Chfc®, Cfp® education
Bachelor'S Degree, Finance And Economics
Master Of Business Administration (Mba), Emphasis In Investment Analysis
FAQ
Frequently asked questions about Jonathan B. Cott Mba, Chfc®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jonathan B. Cott Mba, Chfc®, Cfp® work for?
Jonathan B. Cott Mba, Chfc®, Cfp® works for Rockbridge Financial LLC.
What is Jonathan B. Cott Mba, Chfc®, Cfp®'s role at Rockbridge Financial LLC?
Jonathan B. Cott Mba, Chfc®, Cfp® is listed as Managing Partner at Rockbridge Financial LLC.
What is Jonathan B. Cott Mba, Chfc®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @axa-advisors.com for Jonathan B. Cott Mba, Chfc®, Cfp® at Rockbridge Financial LLC.
What is Jonathan B. Cott Mba, Chfc®, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 972 for Jonathan B. Cott Mba, Chfc®, Cfp® at Rockbridge Financial LLC.
Where is Jonathan B. Cott Mba, Chfc®, Cfp® based?
Jonathan B. Cott Mba, Chfc®, Cfp® is based in Dallas, Texas, United States while working with Rockbridge Financial LLC.
What companies has Jonathan B. Cott Mba, Chfc®, Cfp® worked for?
Jonathan B. Cott Mba, Chfc®, Cfp® has worked for Rockbridge Financial Llc, Axa Advisors, Equitable Advisors, and Southern Methodist University.
How can I contact Jonathan B. Cott Mba, Chfc®, Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan B. Cott Mba, Chfc®, Cfp® at Rockbridge Financial LLC, including work email, phone, and LinkedIn data when available.
What schools did Jonathan B. Cott Mba, Chfc®, Cfp® attend?
Jonathan B. Cott Mba, Chfc®, Cfp® holds Bachelor'S Degree, Finance And Economics from University Of Colorado At Boulder.
What skills is Jonathan B. Cott Mba, Chfc®, Cfp® known for?
Jonathan B. Cott Mba, Chfc®, Cfp® is listed with skills including Business Development, Customer Service, Finance, Financial Planners, Financial Services, Human Resources, Management, and Investment Planning.
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