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Jeffrey John Cox

Summit Global Investments, LLC

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About Jeffrey John Cox

Jeffrey John Cox is an investment advisor representative currently registered with Summit Global Investments, LLC. Jeffrey has been active in the industry since August of 1995. Jeffrey is licensed to provide investment advice in Utah. Jeffrey has a background in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jeffrey is also licensed to provide financial planning services.

Firm Information

Jeffrey Cox is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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analytical services.

Analytical services.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Cox’s Registration & Firm History

UT

12/19/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

UT

08/16/1995 - 07/09/2021

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 11/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/15/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey John Cox.
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