Charles Earl 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

• 06/2005 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Type of business: Rental property Marble Falls, TX Start date: 6/1/2014 Owner Hours per week: 0 Hours during trading: 0 Maintain property. * Rental House Type of business: Rental property Point Venture, TX Start date: 7/1/2015 Owner Hours per week: 1 Hours during trading: 0 General maintenance. * Port Tampa Lodge 153 F&AM Tampa, FL Start date: 12/1/2014 Member Hours per week: 0 Hours during trading: 0 Attend bi-monthly meeting. * Rental Treasure Island, FL Start date: 1/1/2019 Owner Hours per week: 2 Hours during trading: 1 Vacation home to rent out during season Jan-March and a few other months during the year (6 months total) It is currently rented from January 1-March 31st. * Rental Property Type of business: Rental Home Lago Vista, TX Start date: 12/1/2025 Owner Hours per week: 0 Hours during trading: 0 General Maintenance should be needed * TLC4B&B Type of business: LLC Marble Falls, TX Start date: 4/29/2021 Owner Hours per week: 0 Hours during trading: 0 No responsibility

Exams

• S66 Uniform Combined State Law Examination
  2008-01-18
• S63 Uniform Securities Agent State Law Examination
  2005-09-24

Designations

• Chartered Financial Consultant

Other Names

• Trey Cox
• Charles Earl Cox
• Charles Earl Cox