Jennifer Cox Mann

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2007 → 08/2024
  The Botsford Group
  Atlanta, GA
• 05/2012 → 08/2024
  Lpl Financial Llc
  Morehead City, NC
• 03/2013 → 10/2017
  Stratos Wealth Partners, Ltd
  Atlanta, GA
• 10/2017 → 09/2024
  Merit Financial Group, Llc (Dba: Merit Financial Advisors)
  Morehead City, NC
• 06/2012 → 08/2024
  Lifestyle Planning Solutions, Llc
  Frisco, TX
• 08/2024 → 09/2024
  Pks Investments
  Albany, NY
• 09/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → Present
  Atlantic Wealth Management, Llc
  Morehead City, NC

Previous Registrations

• 2017-10-31 → 2024-10-04
  Merit Financial Advisors
  Morehead City, NC
  Alpharetta, GA
• 2013-02-28 → 2017-10-31
  Stratos Wealth Partners, Ltd
  Atlanta, GA
• 2015-06-17 → 2017-10-31
  Lifestyle Planning Solutions, Llc
  Atlantic Beach, NC
  Alpharetta, GA
• 2012-05-14 → 2015-10-28
  Lpl Financial Llc
  Atlanta, GA
  San Diego, CA
  Atlanta, GA
  Alpharetta, GA
  Morehead City, NC
  Morehead City, NC
  Alpharetta, GA
• 2010-05-06 → 2012-05-08
  Commerce Wealth Advisers, Llc
  Atlanta, GA
• 2007-05-04 → 2010-05-07
  Fsc Securities Corporation
  Atlanta, GA
• 2004-09-15 → 2007-04-23
  Citigroup Global Markets Inc.
  Durham, NC
  Durham, NC
• 2003-01-17 → 2004-08-31
  Morgan Stanley Dw Inc.
  Raleigh, NC
• 2002-04-16 → 2003-01-24
  Citigroup Global Markets Inc.
  Durham, NC

Other Businesses

1. Fixed insurance sales; as of 7/29/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-04
• S63 Uniform Securities Agent State Law Examination
  2001-10-22

Designations

• Certified Financial Planner

Other Names

• Jennifer Ann Cox