Jesse
Cox

Independent Financial Group, LLC

CRD#4268061
Investment Advisor
in Corona Del Mar, CA

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About this Advisor

Jesse Cox is a financial advisor operating out of Corona Del Mar, California who has 10 years of relevant experience. Cox currently works for Independent Financial Group, LLC. Their career trajectory has included roles at Independent Financial Group, Rod Kamps and Lpl/ Kamps Inc. Cox maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in California and Texas. Independent Financial Group, LLC is a company based in San Diego, CA. The firm has offices in 364 locations and a total of 697 people on staff. It handles $6 billion in assets across its 27,435 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 48 charities and foundations. Of its 27,435 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. Independent Financial Group, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically are based on which services are provided. Fees charged by Independent Financial Group, LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2660 E. Coast Highway
Corona Del Mar, CA 92625

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$5,978,096,039

CA Average: $7,578,581,321
Total Number of Employees

697

CA Average: 43
Total Number of Accounts

27,435

CA Average: 3,727
Average Account Size

$217,900

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jesse Cox Work History

Jesse has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Independent Financial Group

2001 - 2013 (12 years)

Lpl/ Kamps Inc

2000 - 2013 (13 years)

Rod Kamps

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jesse Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Group, LLC

Brian Morton
San Diego, CA
Taylor Wagner
Salt Lake City, UT
Jason Segawa
San Diego, CA
Matthew Mundy
Chandler, AZ
Wojciech Polowy
New Britain, CT
Brian Conrad
San Diego, CA
Sean Oconnor
San Diego, CA
Russell Sadler
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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