JC
JC

James Cox

12 Years of Experience
Riverview, FL
Broker

James Cox is a registered investment advisor at Robinhood Asset Management, based in Riverview, FL, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252,664 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
111 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Riverview, FL

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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.

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Employment History
Current Registrations
Robinhood Asset Management
January 2026 - Present · 4 mos
Trade-Pmr INC.
February 2024 - Present · 2 yrs 3 mos
Trade-Pmr INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
October 2021 - February 2024 · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
September 2021 - February 2024 · 2 yrs 5 mos
Raymond James Financial Services Advisors, INC
February 2019 - February 2024 · 5 yrs
Raymond James Financial Services, INC.Broker
February 2019 - February 2024 · 5 yrs
USAA Investment Management Company
January 2018 - December 2018 · 11 mos
USAA Financial Planning Services
March 2015 - January 2018 · 2 yrs 10 mos
USAA Financial Advisors, INC.Broker
March 2015 - December 2018 · 3 yrs 9 mos
Edward Jones
February 2014 - January 2015 · 11 mos
Edward JonesBroker
December 2013 - January 2015 · 1 yr 1 mo
State Registrations2 states
CAFL
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.