Christopher Cox (CRD# 6270217) is an Investment Advisor Representative working at Jacksonville Wealth Management in Jacksonville, FL and has over 8 years of experience in the finance industry. Christopher Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jacksonville Wealth Management, LLC | Jacksonville, FL | Mar 2021 - Current | 3 |
| Lpl Financial LLC | Jacksonville, FL | Mar 2015 - Current | 9 |
| Private Advisor Group | Morristown, NJ | Jun 2015 - Mar 2021 | 5 |
| Advent Software | Jacksonville, FL | Oct 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- FL
-
Total Assets Under Management340MILLIONS
-
Total Number of Accounts1,600ACCOUNTS
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Average Account Value$212,596
- 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
FL, GA, MN, NC, OH, TN, TX
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