Securities America Advisors, Inc
About this Advisor
Jonathan Cox is a financial advisor operating out of Muskegon, Michigan, who has been in the advisory business for 26 years. Cox is currently employed by Securities America Advisors, Inc. Throughout their career, Cox has worked at Cox Accounting, Invest Financial Corp, First Allied Securities, Inc, Securities America Inc and Securities America Advisors. Cox holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Securities America Advisors, Inc is a registered investment business headquartered in Muskegon, Michigan. The company has offices in 1,271 locations and a total of 1,989 financial advisors. It has $29 billion in total assets among its 184,356 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 20 charities and foundations. Of its 184,356 client accounts, 15% are held by high-net-worth clients who have at least $1 million in assets available to invest. Securities America Advisors, Inc has 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, publication of newsletters and educational seminars. Financial management fees largely are based on the type of financial services. However, fees charged by Securities America Advisors, Inc likely include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Cox Work History
Jonathan has 26 years of experience.
Securities America Inc
Securities America Advisors
First Allied Securities, Inc
Invest Financial Corp
Jonathan Cox has disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.