Jace Dean Cox
Investment adviser representative at Backbone Planning Partners LLC
15 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$98.4MFirm assets
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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
Experience
15 years in the industry.
- Backbone Planning Partners LLCJul 2025 to now
- Adams Wealth Management, LLCJan 2021 to Jul 2025
- The Financial Insight CenterMar 2020 to Aug 2020
- ConserviceNov 2017 to Dec 2020
- StudentJan 2011 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NV, UT).
Backbone Planning Partners LLC
$98.4MAssets managed
109Clients
3Advisers
3 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
- 7326276
- Firm CRD
- 326699