Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Marcus Cox is an investment advisor representative with Voya Financial Advisors, Inc. Jonathan has been in the securities industry since 2008 and has held licenses in numerous states. Jonathan has extensive experience in financial planning and portfolio management for both businesses and individuals. He has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jonathan has a strong track record of success in helping clients achieve their financial goals.
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.
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.
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.
1
2
TX
04/29/2020 - Present
Voya Financial Advisors, Inc. (HOUSTON TX)
TN
10/19/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
TN
03/28/2008 - 10/01/2009
METLIFE SECURITIES INC. (FRANKLIN TN)
IA
Issued 08/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Cox is the right advisor for you? Invested Better is here to help.
