Unclaimed
Jessica Cox is a financial advisor with Edward Jones. Jessica has been in the financial services industry since January 6, 2015. Jessica is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Jessica's office is located in Harrisburg, IL. Jessica provides a variety of financial services including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jessica's clients are primarily individuals and families, but also include businesses, corporations, partnerships, investment clubs, charitable organizations and pension and profit-sharing plans.
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.
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.
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.
See schedule d - miscellaneous
1
2
IL
06/27/2022 - Present
Edward Jones (HARRISBURG IL)
BOTH
Issued 01/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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