Jennifer
Cox

Royal Alliance Associates, Inc

CRD#4285599
Investment Advisor
in Jersey City, NJ

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About this Advisor

Jennifer Cox is a financial advisor working in Jersey City, New Jersey, who has been in the industry for 10 years. Cox is currently employed by Royal Alliance Associates, Inc. During their career, the advisor has held roles at Proequities, Inc, Proequities Inc, Student, Concourse Financial Group Securities (Fka Proequities, Inc), Cahaba Media Group, Protective Life Insurance Company and Royal Alliance Associates, Inc. Cox maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Alabama. Royal Alliance Associates, Inc is a registered investment company based out of Jersey City, New Jersey. It has offices in 905 locations and a total of 3,849 advisors. It has $28 billion in total assets across its 112,286 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 134 charities and foundations. Of its 112,286 client accounts, 18% are associated with high-net-worth individuals who have more than $1 million in investable assets. Royal Alliance Associates, Inc provides a wide set 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 and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Royal Alliance Associates, Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

10 Exchange Place Suite 1410
Jersey City, NJ 07302

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

NJ Average: $10,121,009,343
Total Number of Employees

3,849

NJ Average: 92
Total Number of Accounts

112,286

NJ Average: 6,978
Average Account Size

$251,584

NJ Average: $1,450,417

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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
  • Educational seminars/workshops

Jennifer Cox Work History

Jennifer has 10 years of experience.

2021 - Present (1 year)

Royal Alliance Associates, Inc

2015 - Present (7 years)

Protective Life Insurance Company

2015 - 2021 (6 years)

Concourse Financial Group Securities (Fka Proequities, Inc)

2014 - 2014 (< 1 year)

Proequities Inc

2014 - 2015 (1 year)

Cahaba Media Group

2013 - 2013 (< 1 year)

Student

2012 - 2013 (1 year)

Proequities, Inc

2012 - 2012 (< 1 year)

Student

Disclosures

Jennifer Cox has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Maja Stojanovic
Wakefield, MA
Seth Fulton
Johnston, IA
Jerry Cline
Salem, SC
Elijah Murray
Plano, TX
Tiffany Jones
Princeton, NJ
Erica Hower
Reading, PA
Mark Morash
Westwood, KS
Donna Tso
Honolulu, HI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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.

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