Christopher Jay Cowart
Investment adviser representative at Advocacy Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
Are you Christopher Jay Cowart? 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
Experience
13 years in the industry.
- Advocacy Wealth Management, LLCFeb 2024 to now
- Dempsey Lord Smith, LLCSep 2023 to Feb 2024
- Mccormack Financial Planning, Inc.Sep 2023 to Feb 2024
- Suntrust Advisory ServicesSep 2016 to Sep 2023
- Truist Advisory Services, Inc.Sep 2016 to Jun 2023
- Suntrust Investment Services, Inc.Sep 2013 to Sep 2023
- Suntrust BankAug 2013 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Advocacy Wealth Management, LLC
$3.2BAssets managed
1,720Clients
30Advisers
13 yearsIn 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
- 2983425
- Firm CRD
- 141943