Justin Case Cox
Investment adviser representative at Parkwoods Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 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
- Pension consulting
Experience
12 years in the industry.
- Parkwoods Wealth Partners, LLCJun 2026 to now
- The Colony Group, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCSep 2021 to Jun 2026
- Wells Fargo Clearing ServicesDec 2019 to Sep 2021
- TD AmeritradeJan 2019 to Nov 2019
- Edward Jones (professional Employment Group)Oct 2018 to Jan 2019
- United Missouri BankJan 2018 to Oct 2018
- PraxairSep 2017 to Jan 2018
- United States ArmySep 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
2 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
- 7033063
- Firm CRD
- 331565