Joel David Cox
Investment adviser representative at Thurston Springer Advisors
24 yearsExperience
1 stateRegistered in
$6BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Thurston Springer AdvisorsJan 2023 to now
- Boenning & ScattergoodAug 2019 to now
- Sweney Cartwright & Co.Aug 2009 to now
- UsafNov 2002 to now
- Cartwright Advisors LLCJun 2017 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Thurston Springer Advisors
Legal name: Thurston Springer Advisors, LLC
$6BAssets managed
4,694Clients
99Advisers
7 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
- 5710438
- Firm CRD
- 299201