JC
Jonathan D. Cox
ACORN FINANCIAL ADVISORY SERVICES
RESTON, VA 20191
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CRD#: 7422473
JC
Professional summary
Jonathan Dean Cox is a registered financial advisor currently at ACORN FINANCIAL ADVISORY SERVICES, INC. located in Reston, Virginia.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jonathan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Attorney/Owner of NOVA Estate Planning, PLLC, an estate planning and administration law firm. I am also a notary to provide my legal clients with that service at no charge as part of my engagements. I am compensated on a mix of flat-fee and hourly engagements for services rendered. I have also filed the name RVA Estate Planning, PLLC with the state corporation commission to conduct the same business operations in the Richmond metro area in addition to the operations I already conduct in the northern parts of the state of Virginia. Compensation will be handled the same way it is done for my current law firm.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Dean Cox's 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®
NoneExperience
Current
August 12, 2021 - Present
ACORN FINANCIAL ADVISORY SERVICES, INC.
Office #1: 1900 Campus Commons Drive Suite 600, Reston, VA 20191RIA
CRD#: 116763
RESTON, VA
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".
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)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
Virginia(8/12/2021)
Current Firm
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1900 Campus Commons Drive Suite 600, Reston, VA 20191
Mailing Address
Phone number
(703) 293-3100
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,179 |
| AUM (Assets Under Management) | $ 1,234,541,815 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 01/10/2025 | ||
| 12/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
