Unclaimed
Christopher David Cox is a financial advisor at Jacksonville Wealth Management. Christopher has been in the financial services industry since 2015. Christopher has a Series 7 and Series 66 license as well as a SIE. Christopher is registered to offer investment advisory services in Florida. Jacksonville Wealth Management is a registered investment advisor that provides financial planning, and portfolio management services for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
03/29/2021 - Present
Jacksonville Wealth Management (JACKSONVILLE FL)
BOTH
Issued 05/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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