James Cox, financial advisor Dublin OH

James Cox

CRD Number: 2850338
Current Firm: Cox & Cook Wealth Advisors

James Cox (CRD# 2850338) is an Investment Advisor Representative working at Cox & Cook Wealth Advisors in Dublin, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jul 2009 - Current 14
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2009 - Current 14
Cox Financial Group, Inc. D/b/a: Cox & Cook Wealth Advisors Dublin, OH Nov 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James D. Cox
Phone Number: 614-764-2366
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $161,005
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, OH

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