Best Investors Account Sign in

Nathan Stewart Cox

Edward Jones

Heber City, UT

CRD 5452642

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2008-03-03
  • UT RA
    APPROVED
    Since 2008-03-03

Branch Locations

35 West 300 South, Heber City, UT 84032 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 11/2007 Present
Other Businesses

Red Leaf Management LLC Type of business: Real estate Heber, UT Start date: 10/3/2017 Owner Hours per week: 2 Hours during trading: 1 Maintain property * NSC Enterprise LLC Type of business: Equipment Heber City, UT Start date: 12/16/2019 Owner Hours per week: 0 Hours during trading: 0 I register my motorcycle and snowmobile in there *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-29
  • S66 Uniform Combined State Law Examination
    2008-02-29
Designations
  • Certified Financial Planner
Other Names
  • Nathan Cox

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Heber City, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor