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Jonathan Patrick Dobson

Coppell Advisory Solutions LLC

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About Jonathan Patrick Dobson

Jonathan Dobson is a financial professional with experience in the financial services industry. Jonathan is currently registered with Coppell Advisory Solutions LLC, which has offices in Dallas, Texas, and Rochester, Minnesota. Jonathan is also an agent for Insight Advisory Group, providing life and health insurance, fixed and indexed annuities. In addition to his current registration, Jonathan has prior experience with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. Jonathan holds the Series 66, Series 7TO, and SIE exams.

Firm Information

Jonathan Dobson is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Dobson’s Registration & Firm History

TX

04/26/2023 - Present

Coppell Advisory Solutions LLC (DALLAS TX)

MN

03/02/2022 - 12/20/2022

BANKERS LIFE SECURITIES, INC. (Rochester MN)

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Licenses & Designations

BOTH

Issued 03/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Patrick Dobson.
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