Audra Gillespie Cox

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:

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

Current Employers

Employment History

• 06/2011 → 05/2018
  Secu Brokerage Services
  Raleigh, NC
• 08/2007 → 05/2018
  State Employees' Credit Union
  Dobson, NC
• 10/2011 → 03/2018
  Credit Union Investment Services
  Raleigh, NC
• 09/2012 → 03/2018
  Members Trust Company
  Tampa, FL
• 09/2014 → 05/2018
  Secu Life Insurance Company
  Raleigh, NC
• 05/2018 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2011-11-23 → 2018-05-14
  Credit Union Investment Services
  Elkin, NC
  Dobson, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-22
• S63 Uniform Securities Agent State Law Examination
  2011-09-30

Other Names

• Audra Carolyn Gillespie