Jeffrey Allen Cox

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → 09/2017
  Synovus Securities, Inc.
  Alpharetta, GA
• 03/2006 → 09/2017
  Synovus Bank
  Alpharetta, GA
• 09/2017 → 10/2019
  Synovus Securities, Inc
  Atlanta, GA
• 09/2017 → 10/2019
  Synovus Bank
  Atlanta, GA
• 10/2019 → 05/2020
  Synovus Securities, Inc.
  Atlanta, GA
• 10/2019 → 05/2020
  Synovus Bank
  Atlanta, GA
• 05/2020 → Present
  Raymond James Financial Services, Inc.
  Atlanta, GA
• 05/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Atlanta, GA
• 05/2020 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Atlanta, GA

Previous Registrations

• 2008-07-08 → 2020-06-01
  Synovus Securities, Inc.
  Columbus, GA
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA
  Marietta, GA
  Atlanta, GA

Other Businesses

(1)Name of Business: Buckhead Brokerage Group Address: 3333 Riverwood Pkwy, Atlanta, GA, 30339, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/02/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Third party insurance resource to assist with identifying and underwriting fixed insurance products based on individual client situations. (2) Name of Business: HappyBull Technologies, LLC Address: 1310 Highland Bluff Drive SE, Atlanta, GA, 30339, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: No Start Date: 08/26/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Pinnacle Asset Management Address: 3333 Riverwood Pkwy, Atlanta, GA, 30339, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 05/29/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: advise clients as to which investments they should choose.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-03
• S63 Uniform Securities Agent State Law Examination
  1989-11-17

Other Names

• Jeff Cox