Jeremy
Cox
Tandem Investment Advisors Inc
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About this Advisor
Jeremy Cox is a financial advisor based in Charleston, South Carolina, working with Tandem Investment Advisors Inc. Jeremy has previously held positions at Bb&T Securities, LLC, Suntrust Bank, Suntrust Investment Services, Inc, Truist Investment Services, Inc, Tandem Investment Advisors, Inc, and Suntrust Advisory Services, Inc. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Jeremy is part of Tandem Investment Advisors Inc, which operates out of Charleston, South Carolina. The firm has 14 employees and manages assets totaling $3.2 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Tandem Investment Advisors Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Tandem Investment Advisors Inc Brokerage Details
$3,239,657,732
14
9,811
$330,207
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Jeremy Cox Work History
Tandem Investment Advisors, Inc
Truist Investment Services, Inc
Suntrust Advisory Services,Inc
Suntrust Bank
Suntrust Investment Services, Inc
Bb&T Securities, LLC
Disclosures
Please visit the SEC profile of Jeremy Cox 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 Tandem Investment Advisors Inc
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
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