Christopher David Cox
Financial advisor at Jacksonville Wealth Management, LLC · Jacksonville, FL
Last updated 2026-10-10
Claim your profileChristopher David Cox is a financial advisor at Jacksonville Wealth Management, LLC in Jacksonville, FL, CRD 6270217. Licenses and exams on the registration: Series 66. IAPD registration began 2015-08-04.
Registration
- CRD number
- 6270217
- Registration status
- Active
- IAPD registration
- 2015-08-04
- Industry Experience
- 11 years
- Work Experience
- 11 years
- States registered
- FL
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2015-03 to Present · Lpl Financial LLC · Jacksonville, FL
- 2015-06 to 2021-03 · Private Advisor Group · Morristown, NJ
- 2021-03 to Present · Jacksonville Wealth Management, LLC · Jacksonville, FL
Current employment
- Jacksonville Wealth Management · Jacksonville, FL
Jacksonville Wealth Management, LLC
- Regulatory AUM
- $533,539,848
- Registered advisors
- 5
- Offices
- 3
- Clients per advisor
- 206.8 (High)
- Average AUM per client
- $516K (Low)
- High-net-worth client ratio
- 50.0% (Moderate)
Jacksonville Wealth Management, LLC: advisors, services and reported ETF investments
About
Christopher David Cox is a CFP® financial advisor at Jacksonville Wealth Management, operating as Jacksonville Wealth Management, LLC in Jacksonville, FL. Reported securities licenses include Series 66. The latest record indicates 11 years of industry experience and 11 years of reported work history. Reported roles include Jacksonville Wealth Management, LLC, Lpl Financial LLC, Private Advisor Group.
SEC disclosures list additional business and community activities: 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.
Jacksonville Wealth Management, LLC's firm-level Form ADV reports 5 advisors across 3 offices; approximately 206.8 clients per advisor, average assets per client of $515,996, and regulatory AUM of $533.5M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $113.6M across 23 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher David Cox personally.
Reported ETF positions
Jacksonville Wealth Management reports 23 ETF positions worth $113.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $22.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $17.6M |
| RSP — Invesco S&P 500 Equal Weight ETF | $15.4M |
| DIA — State Street SPDR Dow Jones Industrial Average ETF Trust | $14.3M |
| IWM — iShares Russell 2000 Index Fund | $8.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Jacksonville Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $753.4K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $753.4K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | QQQ — Invesco QQQ Trust, Series 1 | $17.6M | Top 95.7% | Residual alpha +0.73% · Residual Sharpe 0.04 |
| Diversification Benefits | HACK — Amplify Cybersecurity ETF | $343.5K | Top 95.6% | Replicability (R²) 62.3% · Residual Sharpe 0.08 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Jacksonville Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
8075 Gate Parkway West, Jacksonville, FL 32216
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 904-923-7526
- Website: jaxwealth.com
- Youtube
Official record
Are you Christopher David Cox?
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