Jason Kobza has been an investment adviser representative at Moss, Luse & Womble since May 2020, and is not listed among the firm’s executive officers or direct owners. Jason Kobza holds a Bachelor of Science in Electrical Engineering from Oklahoma State University and a Master of Business Administration in Finance from Oklahoma State University.
Moss, Luse & Womble, LLC is a Plano, TX firm with $803M under management, 874 clients and 21 advisers in one office, as of its September 2026 filing.
Jason Kobza is Senior Planner of Moss, Luse & Womble, LLC. He began his career at an international financial corporation, processing securities class action claims for its large investment clients. After a few years he moved within the company to its Risk Analytics software platforms, where he became a Vice President.
- Moss, Luse & Womble, LLCCurrent– present · 6 yearsPlano, TX · Adviser representative · Firm CRD 152841
Professional designations
Listed by Moss, Luse & Womble
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jason Kobza is registered as an investment adviser representative in Texas, since May 2020.
- TexasSince 12 May 2020
Examinations
No examinations are on Jason Kobza’s record.
- Full name
- Jason William Kobza
- CRD
- 7252795
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mosslusewomble.com
Where does Jason Kobza work?
Jason Kobza is an investment adviser representative registered through Moss, Luse & Womble, LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jason Kobza a financial advisor?
Yes. Jason Kobza has a current investment-adviser registration in Texas, through Moss, Luse & Womble since May 2020.
How many years of experience does Jason Kobza have?
Jason Kobza has 6 years in the financial industry, since May 2020, across 1 adviser firm.
Where is Jason Kobza based?
Jason Kobza’s registered office is in Plano, TX.
Is Jason Kobza registered with FINRA?
No. Jason Kobza has no current broker registration.
Is Jason Kobza a CFP?
Moss, Luse & Womble lists Jason Kobza with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Jason Kobza a CFA charterholder?
Moss, Luse & Womble lists Jason Kobza with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jason Kobza’s record?
Search CRD 7252795 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Kobza’s full registration record.
