Jamie N. Cox

NEW HORIZONS WEALTH MANAGEMENT

CEDAR KNOLLS, NJ 07927

CRD#: 7370397

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Professional summary

Jamie Noelle Cox, who also goes by Jamie Cox, is a registered financial advisor currently at NEW HORIZONS WEALTH MANAGEMENT located in Cedar Knolls, New Jersey.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jamie has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie 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 Jamie Noelle 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®

None

Experience

Current

July 31, 2025 - Present

NEW HORIZONS WEALTH MANAGEMENT

Office #1: 240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927

RIA

CRD#: 328155

CEDAR KNOLLS, NJ

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".

NEW HORIZONS WEALTH MANAGEMENT

NEW HORIZONS WEALTH MANAGEMENT | NHWM LLC

CRD#: 328155 / SEC#: 801-128979

RIA

Registered Investment Advisory firm - (10/31/2023 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/31/2025)

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: 6/21/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/10/2022

Securities Industry Essentials Examination

Current Firm

NEW HORIZONS WEALTH MANAGEMENT

NEW HORIZONS WEALTH MANAGEMENT | NHWM LLC

CRD#: 328155 / SEC#: 801-128979

RIA

Registered Investment Advisory firm - (10/31/2023 Approved)

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Contact information

Main Address

240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927

Mailing Address

Phone number

(973) 540-1066

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2/10/2026)

FORM ADV PART 2A (2/10/2026)

Regulatory assets under management

Total Number of Accounts	740
AUM (Assets Under Management)	$ 203,265,394

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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Jamie N. Cox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Noelle Cox's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW HORIZONS WEALTH MANAGEMENT

Primary Firm SEC Registration

NEW HORIZONS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/2025

SIE

Date: 9/10/2022

Current Firm

NEW HORIZONS WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEW HORIZONS WEALTH MANAGEMENT

TRUST BUT VERIFY

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