Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Cox is a financial advisor registered with Raymond James Financial Services Advisors, Inc., Jeffrey has been in the industry since August 1990. Jeffrey's current registrations include General Securities Representative (Series 7) and Uniform Securities Agent State Law Examination (Series 63). Jeffrey is also registered with the states of Georgia, Texas, California, Colorado, Florida, Michigan, North Carolina, Ohio, and Tennessee. Jeffrey has also held positions with Synovus Securities, Inc., Wachovia Securities, LLC, Southtrust Securities, LLC, Liberty Securities Corporation, Independent Financial Securities, Inc., SunTrust Securities, Inc., and Edward D. Jones & Co., L.P..
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
05/29/2020 - Present
Raymond James Financial Services Advisors, Inc. (Atlanta GA)
GA
05/18/2005 - 06/01/2020
SYNOVUS SECURITIES, INC. (ATLANTA GA)
MO
04/23/2005 - 05/23/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
09/27/1995 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
08/03/1998 - 04/03/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/23/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
GA
10/05/1992 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MO
10/25/1989 - 09/04/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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