Jonathan
Cox

Axa Advisors, LLC

CRD#5980784
Investment Advisor
in San Diego, CA
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About this Advisor

Jonathan Cox is a financial advisor working in San Diego, California, who has been in the advisory business for 11 years. Cox currently works for Axa Advisors, LLC. Over the course of their career, they have held roles at Harvey And Company, Newport Coast Villas, Csu Fullerton and Axa Advisors. Cox holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in California. Axa Advisors, LLC is a financial advisory business headquartered in San Diego, California. The firm has offices in 844 locations and a total of 5,774 advisors. It manages $15 billion in total assets among its 52,116 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 67 charitable organizations. Of its 52,116 client accounts, 34% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Axa Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4370 La Jolla Village Dr. Suite 400
San Diego, CA 92122

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$15,345,130,260

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

5,774

CA Average: 88
Total Number of Accounts

52,116

CA Average: 3,892
Average Account Size

$294,442

CA Average: $1,917,921

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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
  • Educational seminars/workshops

Jonathan Cox Work History

Jonathan has 11 years of experience.

2011 - Present (8 years)

Axa Advisors

2010 - 2010 (0 years)

Harvey And Company

2008 - 2010 (2 years)

Newport Coast Villas

2007 - 2010 (3 years)

Csu Fullerton

Disclosures

Jonathan 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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