Edwin Alan Cox
Investment adviser representative at Magnolia Wealth Management LLC
11 yearsExperience
3 statesRegistered in
$183.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Magnolia Wealth Management LLCMay 2018 to now
- J. W. Cole Advisors, Inc.Jun 2015 to Nov 2019
- J.W. Cole Financial, IncJun 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, GA).
Magnolia Wealth Management LLC
$183.3MAssets managed
385Clients
2Advisers
4 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
- 4750618
- Firm CRD
- 297598