Jonathan Kobets
Investment adviser representative at Chevy Chase Trust Company
14 yearsExperience
3 statesRegistered in
$44.9BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Chevy Chase Trust CompanyMay 2023 to now
- UBS Financial ServicesMay 2022 to May 2023
- Alliancebernstein Investments, IncOct 2018 to May 2022
- Neuberger Berman LLCFeb 2012 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Chevy Chase Trust Company
$44.9BAssets managed
1,245Clients
32Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5611440
- Firm CRD
- 110742