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CC

Christopher D. Cox

JACKSONVILLE WEALTH MANAGEMENT
Jacksonville, FL 32216
Some features on this profile are disabled
CRD#: 6270217
CC

Professional summary

Christopher David Cox, CFP®, who also goes by Christopher Cox, is a registered financial advisor currently at JACKSONVILLE WEALTH MANAGEMENT located in Jacksonville, Florida and LPL FINANCIAL LLC located in Jacksonville, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Christopher has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Cox

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Cox's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

March 29, 2021 - Present

JACKSONVILLE WEALTH MANAGEMENT

Office #1: 8075 Gate Parkway West Suite #101, Jacksonville, FL 32216
RIA
CRD#: 309312
Jacksonville, FL
Current

May 4, 2015 - Present

LPL FINANCIAL LLC

Office #1: 8075 Gate Parkway W. Ste 101, Jacksonville, FL 32216
RIA
BD
CRD#: 6413
Jacksonville, FL
Past

August 4, 2015 - April 12, 2021

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
JACKSONVILLE WEALTH MANAGEMENT
JACKSONVILLE WEALTH MANAGEMENT | JACKSONVILLE WEALTH MANAGEMENT, LLC

CRD#: 309312 / SEC#: 801-120427

RIA
Registered Investment Advisory firm - (3/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/4/2015)
IAR
Florida
(3/29/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/28/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/3/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JW
JACKSONVILLE WEALTH MANAGEMENT
JACKSONVILLE WEALTH MANAGEMENT | JACKSONVILLE WEALTH MANAGEMENT, LLC

CRD#: 309312 / SEC#: 801-120427

RIA
Registered Investment Advisory firm - (3/5/2021 Approved)
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Contact information

Main Address
8075 Gate Parkway West Suite #101, Jacksonville, FL 32216
Mailing Address
Phone number
(904) 923-7526
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JAXWRAP (2/19/2025)
ADV PART 2A- JACKSONVILLE WEALTH MANAGEMENT, LLC (2/19/2025)

Regulatory assets under management

Total Number of Accounts1,841
AUM (Assets Under Management)$ 434,636,132

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JACKSONVILLE WEALTH MANAGEMENT

CRD#: 309312Jacksonville, FL 32216

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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