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Jace Dean Cox

Backbone Planning Partners LLC

Smithfield, UT

Las Vegas, NV

CRD 7326276

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Employer firm

Backbone Planning Partners LLC CRD 326699

$98.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Backbone Planning Partners Llc

7477 West Lake Mead Blvd Ste 270, Las Vegas, NV 89128 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-18
NV RA APPROVED 2025-07-29
UT RA APPROVED 2025-07-28
CA RA APPROVED 2025-07-24
  • AZ RA
    APPROVED
    Since 2025-08-18
  • NV RA
    APPROVED
    Since 2025-07-29
  • UT RA
    APPROVED
    Since 2025-07-28
  • CA RA
    APPROVED
    Since 2025-07-24

Branch Locations

Smithfield, UT • United States

7477 West Lake Mead Blvd Ste 270, Las Vegas, NV 89128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adams Wealth Management, Llc Logan UT 01/2021 07/2025
The Financial Insight Center Logan UT 03/2020 08/2020
Conservice Logan UT 11/2017 12/2020
Student Ephraim UT 01/2011 11/2017
Backbone Planning Partners Smithfield UT 07/2025 Present
  • 01/2021 → 07/2025
    Adams Wealth Management, Llc
    Logan, UT
  • 03/2020 → 08/2020
    The Financial Insight Center
    Logan, UT
  • 11/2017 → 12/2020
    Conservice
    Logan, UT
  • 01/2011 → 11/2017
    Student
    Ephraim, UT
  • 07/2025 → Present
    Backbone Planning Partners
    Smithfield, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-18
  • S65 Uniform Investment Adviser Law Examination
    2020-09-18
Designations
  • Certified Financial Planner
Other Names
  • Jace Cox

View on SEC IAPD

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