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Current Employers
Jacksonville Wealth Management

8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-29
  • FL RA
    APPROVED
    Since 2021-03-29

Branch Locations

8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • 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
Lpl Financial Llc Jacksonville FL 03/2015 Present
Private Advisor Group Morristown NJ 06/2015 03/2021
Jacksonville Wealth Management, Llc Jacksonville FL 03/2021 Present
  • 03/2015 → Present
    Lpl Financial Llc
    Jacksonville, FL
  • 06/2015 → 03/2021
    Private Advisor Group
    Morristown, NJ
  • 03/2021 → Present
    Jacksonville Wealth Management, Llc
    Jacksonville, FL
Previous Registrations
Other Businesses

1. 3/13/2015 - JACKSONVILLE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/21/2015 - Time Spent 20%. 2. 4/14/2021 - Jacksonville Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/31/2021 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Jacksonville Wealth Management, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 4/15/2021 - Jacksonville Wealth Management, LLC - DBA: (Hybrid) Jacksonville Wealth Management - Investment Related - At Reported Business Location(s) - IAR - Started 03/31/2021 - 160 Hours Per Month/130 Hours During Securities Trading. 4. 06/2015 - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Insurance Agent - Start Date - 06/2015 - 2 Hours Per Month/ 0 Hours During Securities trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-28
  • S66 Uniform Combined State Law Examination
    2015-05-28
Designations
Other Names
  • Christopher Cox

View on SEC IAPD

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