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COBEY JACOBSON & GORDON INC

PASADENA, CA · CRD 113261 · IAPD ↗ · 626-584-3000

$99.4MRegulatory AUM
1Advisory reps
1Employees
13Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — COBEY JACOBSON & GORDON INC (PASADENA, CA) left the SEC roster (was $99.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.