John
Cox Jr.
Moors & Cabot, Inc
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About this Advisor
John Cox Jr. is a financial advisor based in Winter Park, Florida, working with Moors & Cabot, Inc. John has previously held a position at Moors & Cabot Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, John is part of Moors & Cabot, Inc, which operates out of Winter Park, Florida. The firm has 12 offices and 137 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Moors & Cabot, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Moors & Cabot, Inc Brokerage Details
$2,492,384,191
137
4,119
$605,094
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
John Cox Jr. Work History
Moors & Cabot Inc
Disclosures
Please visit the SEC profile of John Cox Jr. 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 Moors & Cabot, Inc
Fort Collins, CO
Boston, MA
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Keokuk, IA
Boston, MA
Boston, MA
Winter Park, FL
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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