Clare Cox, financial advisor Bryn Mawr PA
89 score

Clare Cox

CRD Number: 6209421
Current Firm: Janney Montgomery Scott LLC

Clare Cox (CRD# 6209421) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bryn Mawr, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott,llc Bryn Mawr, PA Oct 2014 - Current 2
The Vanguard Group, Inc. Malvern, PA Jun 2013 - Oct 2014 1
Saint Joseph's University Philadelphia, PA Aug 2009 - May 2013 3
Immaculate Heart Academy Washington Township, NJ Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Clare P. Cox
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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