About this Advisor
Daniel Cox is an advisor based in Saint Louis, Missouri. Currently a registered advisor at Edward Jones, they have gathered 15 years of work experience as a financial advisor. Cox maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Cox can work with clients in Missouri. During their career, the advisor has held roles at Edward Jones and Scottrade, Inc. Edward Jones is based out of Saint Louis, Missouri, and operates out of 14,439 additional offices in the United States. Overall, Edward Jones oversees $423 billion in assets covering 3,336,586 accounts and retains more than 25,919 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Cox Work History
Daniel has 15 years of experience.
Daniel Cox has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones