Joshua George Cox
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2024 to now
- Cambridge Investment Research, Inc.Aug 2024 to now
- Joshua G Cox LimitedMar 2020 to now
- Treasure Mountain RanchJul 2015 to now
- LPL Financial LLCJul 2021 to Aug 2024
- Meyer Cox & Associates LLCApr 2019 to Aug 2024
- Dmeyer & Associates LLCJan 2019 to Mar 2019
- Various Insurance Carriers for W&r Insurance AgenciesJan 2013 to Aug 2024
- Waddell & Reed, IncNov 2012 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 6137037
- Firm CRD
- 134139