Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Cox is a financial advisor with J.p. Morgan Securities LLC, based in Miami, Florida. Whitney has over 12 years of experience in the financial services industry and is registered to provide investment advice and securities brokerage services in all 50 states. Whitney holds the Series 7, Series 63, and SIE licenses. Before joining J.p. Morgan Securities LLC, Whitney worked at several other financial institutions including Kenmar Securities, LLC, ALPS Distributors, Inc., and HSBC Securities (USA) Inc.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
04/18/2022 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
08/10/2020 - 03/22/2022
KENMAR SECURITIES, LLC (NEW YORK NY)
NY
05/04/2012 - 03/17/2015
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NY
10/01/2008 - 04/29/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/22/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/13/2005 - 07/11/2007
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
09/14/2000 - 04/14/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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