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Christopher David Cox

Jacksonville Wealth Management

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About Christopher David Cox

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.

Firm Information

Christopher Cox is currently registered with Jacksonville Wealth Management. Jacksonville Wealth Management is a registered investment advisor based in Jacksonville, FL. The firm manages approximately $434.6 million in assets for 1,841 clients. They provide financial planning and portfolio management services for individuals, corporations, and high-net-worth individuals. The firm has four licensed agents and investment advisor representatives.
Jacksonville Wealth Management

8075 GATE PARKWAY WEST

JACKSONVILLE, FL 32216

$434.64M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Cox’s Registration & Firm History

FL

03/29/2021 - Present

Jacksonville Wealth Management (JACKSONVILLE FL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher David Cox.
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