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Jillian Brooks

Cox Capital Management LLC

Andover, MA

CRD 7576586

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Employer firm

Cox Capital Management LLC CRD 117593

$361M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PORTFOLIO REVIEW HOURLY CHARGE

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

Current Employers
Cox Capital Management Llc

10 New England Business Center Drive Suite #102, Andover, MA 01810 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-02
  • MA RA
    APPROVED
    Since 2024-01-02

Branch Locations

10 New England Business Center Drive Suite #102, Andover, MA 01810 • 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
Centers For Learning Umass Lowell Lowell MA 09/2019 05/2022
Cowabunga's Indoor Inflatable Playground North Reading MA 08/2017 02/2020
Ref Thread Spaces Boston MA 12/2018 01/2019
Cox Capital Management Llc Andover MA 09/2021 Present
Student North Reading MA 09/2010 05/2022
  • 09/2019 → 05/2022
    Centers For Learning Umass Lowell
    Lowell, MA
  • 08/2017 → 02/2020
    Cowabunga's Indoor Inflatable Playground
    North Reading, MA
  • 12/2018 → 01/2019
    Ref Thread Spaces
    Boston, MA
  • 09/2021 → Present
    Cox Capital Management Llc
    Andover, MA
  • 09/2010 → 05/2022
    Student
    North Reading, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03

View on SEC IAPD

Nearby Firms

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EDWARD JONES
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Nearby Investors

MICHAEL PAULL KUMPH
ANNA V LARINA
MICHAEL ANTHONY DEMPSEY

Nearby Offices

BEACON POINTE ADVISORS, LLC · Andover, MA
EDWARD JONES · ANDOVER, MA
LPL FINANCIAL LLC · ANDOVER, MA

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