Christopher Cox
Christopher Cox is a CFP-designated registered investment advisor at Jacksonville Wealth Management, based in Jacksonville, FL, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,034 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JaxWealth's investment management fee is negotiated with each client and ranges from 0.60% to 2.00% annually, based on the value of your portfolio. The fee depends on the investment strategy, financial plan, size, complexity, and nature of the relationship. Fees are deducted from your account quarterly.
Location
8075 Gate Parkway West, Suite #101, Jacksonville, FL, 32216
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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
Christopher operates Jacksonville Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor, dedicating full-time hours to these activities. He is also a licensed insurance agent since 2015, spending minimal time on this.
Employment History
Current Registrations
Jacksonville Wealth Management
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
State Registrations1 state
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