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Jonathan Dean Cox

Acorn Financial Advisory Services, Inc.

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About Jonathan Dean Cox

Jonathan Cox is an investment advisor representative with Acorn Financial Advisory Services, Inc. Jonathan is registered with the state of Virginia as an investment advisor. Jonathan also owns and operates NOVA Estate Planning, PLLC, an estate planning and administration law firm in Arlington, VA. Jonathan has been working in the financial services industry since 2017.

Firm Information

Jonathan Cox is currently registered with Acorn Financial Advisory Services, Inc.. Acorn Financial Advisory Services, Inc. is a registered investment advisor located in RESTON, VA, with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. They also offer educational seminars and select other advisors for their clients.
Acorn Financial Advisory Services, Inc.

1875 CAMPUS COMMONS DRIVE

RESTON, VA 20191

$1.11B

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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subadvisory portfolio management services other registered investment advisers

Subadvisory portfolio management services other registered investment advisers

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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other

A percentage of assets managed via a subadvisory arrangement

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Jonathan Cox’s Registration & Firm History

VA

08/12/2021 - Present

Acorn Financial Advisory Services, Inc. (RESTON VA)

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Licenses & Designations

IA

Issued 01/20/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Dean Cox.
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