Christopher
Cox
Jacksonville Wealth Management
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About this Advisor
Christopher Cox is a certified financial planner operating in Jacksonville, Florida with a total of 2 years of relevant experience. Cox is an advisor for Jacksonville Wealth Management. Their career trajectory has included roles at University Of North Florida, Private Advisor Group, Student, Jacksonville Wealth Management, LLC, The Capital Grille, Lpl Financial LLC and Advent Software. Cox has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Florida. Jacksonville Wealth Management is a registered investment business that has its headquarters in Jacksonville, FL. It oversees $267 million in assets under management across its 1,414 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,414 customer accounts, 37% belong to high-net-worth clients who have at least $1 million in assets. Jacksonville Wealth Management has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on the type of services provided. However, fee types billed by Jacksonville Wealth Management most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jacksonville Wealth Management Brokerage Details
$267,017,540
10
1,414
$188,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Cox Work History
Christopher has been registered as a financial advisor for 2 years.*
Jacksonville Wealth Management, LLC
Lpl Financial LLC
Private Advisor Group
Advent Software
The Capital Grille
University Of North Florida
Student
*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 Christopher 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 Jacksonville Wealth Management
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Brentwood, TN
Jacksonville, FL
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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.
