James Cox is a registered investment advisor at Wells Fargo Advisors, based in Peachtree City, GA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101 World Dr, Ste 175, Peachtree City, GA, 30269
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the trustee of A Cubed Enterprises Inc 401k, owns 100% of A Cubed Enterprises, Inc, is a special access trustee for a family friend, and is the executor for his father and trustee for his nieces and nephew. These activities are investment-related and take minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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