Jeffrey Cox
Jeffrey Cox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3333 Riverwood Parkway SE, Fl 5, Atlanta, GA, 30339-3304
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2020Customer Dispute
July 2010Criminal
July 1983Other Business ActivitiesSells Insurance
Jeffrey is an agent with Buckhead Brokerage Group, assisting with fixed insurance products, dedicating a few hours per week. He also has a minimal time commitment to HappyBull Technologies, LLC, a private investment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Wachovia Securities, LLCBroker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Southtrust Securities, LLCBroker
Suntrust Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.