Jace D. Cox

BACKBONE PLANNING PARTNERS LLC

Smithfield, UT

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CRD#: 7326276

Professional summary

Jace Dean Cox, CFP®, who also goes by Jace Cox, is a registered financial advisor currently at BACKBONE PLANNING PARTNERS LLC located in Smithfield, Utah.

Jace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jace has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jace 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.

Business Name: Fullmarks LLC Investment Related: No Address: 3212 South Relic Ridge Drive, St George, UT 84790 Nature of Business: App for Nurses Position: Part Owner Start Date: 10/27/2020 Hours Per Month: 20 Hours During Trading Hours: 0 Duties: Business Development and manage company's accounting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jace Dean 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

Start date: 2022

Experience

Current

July 24, 2025 - Present

BACKBONE PLANNING PARTNERS LLC

RIA

CRD#: 326699

Smithfield, UT

Past

January 6, 2021 - July 24, 2025

ADAMS WEALTH ADVISORS

RIA

CRD#: 286087

LOGAN, UT

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".

BACKBONE PLANNING PARTNERS LLC

BACKBONE PLANNING PARTNERS LLC | PLANNING PARTNERS LLC

CRD#: 326699 / SEC#: 801-128212

RIA

Registered Investment Advisory firm - (6/23/2023 Approved)

Arizona

Registered Investment Advisory firm - (6/11/2025 Terminated)

California

Registered Investment Advisory firm - (7/11/2025 Terminated)

Nevada

Registered Investment Advisory firm - (7/28/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/18/2025)

IAR

California
(7/24/2025)

IAR

Nevada
(7/29/2025)

IAR

Utah
(7/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 3/8/2023

National Commodity Futures Examination

Current Firm

BACKBONE PLANNING PARTNERS LLC

BACKBONE PLANNING PARTNERS LLC | PLANNING PARTNERS LLC

CRD#: 326699 / SEC#: 801-128212

RIA

Registered Investment Advisory firm - (6/23/2023 Approved)

Arizona

Registered Investment Advisory firm - (6/11/2025 Terminated)

California

Registered Investment Advisory firm - (7/11/2025 Terminated)

Nevada

Registered Investment Advisory firm - (7/28/2025 Terminated)

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Contact information

Main Address

7477 West Lake Mead Blvd Ste 270, Las Vegas, NV 89128

Mailing Address

Phone number

702569716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	296
AUM (Assets Under Management)	$ 91,455,641

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.

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Jace D. Cox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jace Dean Cox's CRS (Customer Relationship Summary).

Certified licenses

Experience

BACKBONE PLANNING PARTNERS LLC

ADAMS WEALTH ADVISORS

Primary Firm SEC Registration

BACKBONE PLANNING PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2020

Series 3

Date: 3/8/2023

Current Firm

BACKBONE PLANNING PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

BACKBONE PLANNING PARTNERS LLC

TRUST BUT VERIFY

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