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 operating out of Carlsbad, California, who has 10 years of professional experience. Cox is currently employed by J.P. Morgan Securities LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Edward Jones, Bank Of America, N.A and J.P. Morgan Securities LLC. Cox holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. J.P. Morgan Securities LLC is a financial advisory company that has its headquarters in Carlsbad, California. The company has offices in 5,365 locations and a total of 5,713 employees. It administers $113 billion in assets between its 505,984 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 190 charities and foundations. Of its 505,984 customer accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by J.P. Morgan Securities LLC most likely are comprised of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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 10 years of experience.

2017 - Present (2 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.

This content was compiled from the SEC and FINRA.

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