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Jeffrey James Cobb (Overland Park)


Jeffrey James Cobb is a large advisory firm based in Overland Park. It manages $27.44 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kansas and Missouri.




Jeffrey James Cobb provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeffrey James Cobb: assets under management

The assets under management (AUM) of Jeffrey James Cobb is $27.44 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.62 million in discretionary accounts and $9.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.46 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeffrey James Cobb for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Overland Park

The principal office where Jeffrey James Cobb performs its advisory services is located at 8655 College Blvd., Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-906-7777 or by fax 913-498-1898. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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