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Jeb Cogger, CFP®, ChFC® - Email & Phone Number

Head of Wealth Planning, Managing Director at Cary Street Partners

Jeb Cogger, CFP®, ChFC® is based out of Leesburg, Virginia, United States and works at Cary Street Partners as Head of Wealth Planning, Managing Director .

Jeb Cogger, CFP®, ChFC®'s Contact Information

Latest update
April 30, 2024
Location
Leesburg, Virginia, United States

Jeb Cogger, CFP®, ChFC®'s Work History

Head of Wealth Planning, Managing Director
Cary Street Partners
Nov 2023 - Present
Senior Director - Financial Planning, Research, & Education
Edelman Financial Engines
2020 - 2023
Director - Financial Planning, Research, & Education
Edelman Financial Engines
Jan 2016 - Mar 2020
Vice President - Regional Planning Consultant
Fidelity Investments
2015 - 2016
Vice President - Regional Coaching Consultant
Fidelity Investments
2013 - 2015
Vice President - Regional Planning Consultant
Fidelity Investments
2010 - 2013
Field Training Director
Fidelity Investments
Jul 2007 - Aug 2010
Senior Branch Faciltator
Fidelity Investments
Jan 2006 - Jul 2007
Business Integration Consultant
Fidelity Investments
Nov 2003 - Jan 2006

Jeb Cogger, CFP®, ChFC®'s Education

Jeb Cogger, CFP®, ChFC®'s Skills

Financial Advisory
Financial Services
Wealth Management Services
High Net Worth Individuals
Certified Financial Planner
Personal Financial Planning

Jeb's current employer

Cary Street Partners logo

Cary Street Partners

Description
Cary Street Partners provides comprehensive wealth management services, including investment, estate planning and financial advice.
HQ Location
Richmond, VA, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Jeb Cogger, CFP®, ChFC®

What company is Jeb Cogger, CFP®, ChFC® working for?
Jeb Cogger, CFP®, ChFC® works for Cary Street Partners.
What is Jeb Cogger, CFP®, ChFC®'s function at Cary Street Partners?
Jeb Cogger, CFP®, ChFC® is Head of Wealth Planning, Managing Director at Cary Street Partners.
Where is Jeb Cogger, CFP®, ChFC® based?
Jeb Cogger, CFP®, ChFC® is based out of Leesburg, Virginia, United States.
Who are Jeb Cogger, CFP®, ChFC®'s co-workers?
Jeb Cogger, CFP®, ChFC®'s colleagues are Ted Burkhart, Jacob L. Downing, CFA, CFP®.
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Jeb's co-workers

Ted Burkhart avatar
Ted Burkhart
Vice President
Jacob L. Downing, CFA, CFP® avatar
Jacob L. Downing, CFA, CFP®
Financial Advisor, Director
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