Jonathan
Cox

Securities America Advisors, Inc

CRD#4414355
Investment Advisor
in Muskegon, MI

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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

Series 66

Years of Experience

26 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

1975 Holton Rd
Muskegon, MI 49445-1533

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

MI Average: $1,978,216,465
Total Number of Employees

1,989

MI Average: 226
Total Number of Accounts

184,356

MI Average: 7,467
Average Account Size

$157,439

MI Average: $264,928

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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.

2016 - Present (5 years)

Securities America Inc

2016 - Present (5 years)

Securities America Advisors

1994 - Present (27 years)

Cox Accounting

2014 - 2016 (2 years)

First Allied Securities, Inc

2003 - 2014 (11 years)

Invest Financial Corp

Disclosures

Jonathan Cox has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Matthew Brakefield
Norwood Young America, MN
Jeriod Turner
Hannibal, MO
Charles Renwick
Covington, LA
David Tews
La Vista, NE
Harriet Chase
Belgrade, MT
Steve Palmer
La Vista, NE
Paul Michaluk
Jericho, NY
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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.

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