JC
JC

James Cox

12 Years of Experience
Boise, ID
Broker

James Cox is a registered investment advisor at Morgan Stanley, based in Boise, ID, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

101 South Capitol Boulevard, Suite 401, Boise, ID, 83702

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

James is a sole proprietor/owner of a rental property in Meridian, Idaho, since March 2023. He spends minimal time on administrative, accounting, sales, property management, and investment-related activities.

Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
October 2013 - Present · 12 yrs 7 mos
State Registrations37 states
ARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNJNVNYOHOKORPASCTXUTVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
James Cox - Financial Advisor | TrueAdvisor