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Jeremy Cox

Tandem Investment Advisors Inc.

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About Jeremy Cox

Jeremy Cox is an investment advisor representative registered with Tandem Investment Advisors Inc. Jeremy has been in the industry for over 20 years. Jeremy has a wide range of experience with investments and financial planning. Jeremy is a dedicated professional with a strong commitment to providing exceptional client service. Jeremy is committed to building long-term relationships with clients, helping them achieve their financial goals. Jeremy previously worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Jeremy is licensed in South Carolina.

Firm Information

Jeremy Cox is currently registered with Tandem Investment Advisors Inc.. Tandem Investment Advisors Inc. is an investment advisor headquartered in Charleston, SC. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They specialize in UMA model provider services and manage approximately $3.24 billion in assets.
Tandem Investment Advisors Inc.

145 KING STREET

CHARLESTON, SC 29401-2229

$3.24B

Assets Under Management

Not reported

Total Clients

8

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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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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uma model provider

Uma model provider

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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Jeremy Cox’s Registration & Firm History

SC

04/16/2024 - Present

Tandem Investment Advisors Inc. (CHARLESTON SC)

VA

12/11/2019 - 04/03/2024

TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)

VA

05/07/2009 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

03/02/2004 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 04/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 03/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeremy Cox. Review regulatory record here.
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