Constantina
Cox

J.P. Morgan Securities LLC

CRD#5780218
Investment Advisor
in Carlsbad, CA

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About this Advisor

Constantina Cox is a financial advisor based in Carlsbad, California, who has been in the industry for 11 years. Cox is an employee of J.P. Morgan Securities LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Edward Jones, J.P. Morgan Securities LLC and Bank Of America, N.A. Cox has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. J.P. Morgan Securities LLC is a registered investment business operating in Carlsbad, California. The company has offices in 5,128 locations and a total of 7,383 people on staff. It controls $130 billion in total assets between its 602,419 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 264 charities and foundations. Of its 602,419 accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. J.P. Morgan Securities LLC has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely depend on the type of services offered. However, fee types billed by J.P. Morgan Securities LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

6998 El Camino Real
Carlsbad, CA 92009

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Constantina Cox Work History

Constantina has 12 years of experience.

2017 - Present (3 years)

J.P. Morgan Securities LLC

2012 - 2017 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2014 (2 years)

Bank Of America, N.A

2010 - 2012 (2 years)

Edward Jones

2008 - 2010 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Constantina Cox has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Scott Dale
Seattle, WA
Santrea Sanders
San Antonio, TX
Ravi Sooknanan
Pompano Beach, FL
Andrew Heil
San Diego, CA
Halima Adam-Dabre
New Haven, CT
Tyler Fields
Edmond, OK
Michael Parisi
Ridgewood, NJ
Sonia Meshram
Fresh Meadows, NY

This content was compiled from the SEC and FINRA.

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