Jason Cox (CRD# 2998112) is an Investment Advisor Representative working at Northpeak Financial, Inc. in Frederick, MD and has over 23 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northpeak Financial, Inc. | Frederick, MD | Aug 2014 - Current | 9 |
| Northpeak Financial, Inc. | Frederick, MD | Apr 2011 - Current | 13 |
| Independent Wealth Advisors, LLC | Frederick, MD | Mar 2007 - Aug 2014 | 7 |
| Independent Wealth Advisors, LLC | Frederick, MD | Oct 2005 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
- VA
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts238ACCOUNTS
-
Average Account Value$129,563
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MD, VA
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