John Cox
John Cox is a registered investment advisor at Acrylic Financial, INC., based in Perry, OK, with 24 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 317 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Uses a flat breakpoint schedule where the tier rate applies to the entire balance.
Fee Estimator
Location
621 Delaware Avenue, Perry, OK, 73077
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several outside business activities. He is involved with JMC Agency, which is investment-related and involves insurance sales, taking about a quarter of his time. He also spends minimal time on J&S Farms, which is not investment-related, and dedicates full-time hours to Acrylic Financial, Inc., an investment-related business.
Employment History
Current Registrations
Acrylic Financial, INC.
Brooklight Place Securities, INC.Broker
Previous Registrations
Stagner Financial Advisory
Legacy Advance Solutions LLC
Private Client Services, LLCBroker
Spc
Parkland Securities, LLCBroker
Ameriprise Financial Services, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Dortch Securities & Investments, INC.Broker
Interfirst Capital CorporationBroker
San Clemente Securities, INC.Broker
State Registrations2 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.
Exams
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