James Daniel Cox
Investment adviser representative at Cox & Cook Wealth Advisors
27 yearsExperience
1 stateRegistered in
$119.5MFirm assets
Under 1 yearFirm in business
Are you James Daniel Cox? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Cox & Cook Wealth AdvisorsJan 2015 to now
- Cambridge Investment Research Advisors, IncJul 2009 to now
- Cambridge Investment Research, IncJul 2009 to now
- Cox Financial Group, Inc. d/b/a: Cox & Cook Wealth AdvisorsNov 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cox & Cook Wealth Advisors
Legal name: Cox Financial Group Inc
$119.5MAssets managed
223Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2850338
- Firm CRD
- 173691