Mary Gene Wilcox

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 06/2003 → Present
  Wilcox Tax And Financial Advisors Llc
  Phoenix, AZ
• 02/1995 → Present
  1St Global Capital Corp.
  Phoenix, AZ
• 07/2000 → Present
  Jonathan Roberts Financial Group, Inc.
  Phoenix, AZ
• 09/2003 → Present
  J.W. Cole Financial, Inc.
  Lutz, FL

Other Businesses

(1) WILCOX TAX AND FINANCIAL ADVISORS LLC PREVIOUSLY WILCOX TAX ACCOUNTING SINCE 1981; 3805 E. Equestrian Trail, Phoenix, AZ 85044-2007; ACCOUNTING AND TAX; NOT INVESTMENT-RELATED; ENROLLED AGENT; 40 TO 60 HRS./WEEK DURING TAX SEASON. 15 HRS./WEEK NON TAX SEASON. (2) MARY WILCOX;INVESTMENT RELATED; 3805 E. Equestrian Trail, Phoenix, AZ 85044-3008; FIXED INSURANCE; INSURANCE BROKER OR AGENT; 2-3 HOURS PER MONTH. (3) MEMBER OF HIGH COUNTRY ALPACAS, LLC; ACT AS TREASURER TO THE COMPANY AND MARKETING CONSULTANT FROM MY HOME ADDRESS WITH OCCASIONAL VISITS TO THE FARM IN DURANGO, CO AND TO ALPACA SHOWS IN VARIOUS WESTERN STATES; THIS IS A NON-INVESTMENT RELATED BUSINESS; BREEDING ALPACAS FOR SALE AS WELL AS OFFERING PRODUCTS FOR SALE FROM ALPACA FIBER; THIS BUSINESS BEGAN IN 1998; BUSINESS IS GENERALLY CONDUCTED IN THE EVENING AND NIGHTTIME HOURS APPROXIMATELY 25 HOURS PER MONTH, UNLESS ATTENDING SHOWS. (4) POA FOR SISTER IN LAW

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-02
• S63 Uniform Securities Agent State Law Examination
  1995-03-17

Designations

• Certified Financial Planner

Other Names

• Mary N Wilcox
• Mary Gene Wilcox
• Mary N Wilcox