Kenny D Cox

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 08/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Austin, TX
• 01/2020 → 09/2020
  Physiotherapy, Llc
  Sunnyvale, CA
• 05/2024 → Present
  Cox Family Revocable Living Trust
  Georgetown, TX

Other Businesses

Entity Name: Cox Family Revocable Living Trust Investment related: No Address: Georgetown, TX 78628 Nature of the other business: Family Trust Position/Title/Relationship: Owner/Partner Start Date: 05/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It's my personal family trust. I intend to move my brokerage account into it. Just want to see if it's required to be pre-cleared since it's for my own personal interests. Thanks! :)

Exams

• S66 Uniform Combined State Law Examination
  2015-09-28
• S63 Uniform Securities Agent State Law Examination
  2010-08-30

Other Names

• Kenny D Cox
• Kenneth D Cox
• Kenny D Cox
• Kenneth Dean Cox