Profile
Ms. Jennifer Cox is Service Representative at Biltmore Capital Advisors LLC.
She brings over eight years of industry experience to Biltmore Capital, having worked with companies such as Smith Barney and Morgan Stanley.
She currently holds the CERTIFIED FINANCIAL PLANNER designation.
In addition, Ms. Cox currently holds her Georgia Life, Accident and Health and Variable Products licenses.
She assists with the development of customized financial statements for clients throughout all phases of their planning process.
Ms. Cox graduated from the University of North Carolina at Chapel Hill in 1999 with a Bachelor’s degree in Communication Studies and obtained the Duke University Executive Certificate in Certified Financial Planning in 2006.
Former positions of Jennifer Cox
| Companies | Position | End |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Biltmore Capital Advisors LLC
 Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital Advisors LLC (Biltmore Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey and has additional office in Boca Raton, Florida. The firm was founded in 2007 by Daniel Vernon and became a subsidiary of Merit Financial Group LLC, a subsidiary of Merit Financial, Inc., in 2022. Biltmore Capital offers wealth management services to high-net-worth clients, charitable organizations and corporations. | Corporate Officer/Principal | - |
Training of Jennifer Cox
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 2 |
|---|---|
Biltmore Capital Advisors LLC
Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital Advisors LLC (Biltmore Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey and has additional office in Boca Raton, Florida. The firm was founded in 2007 by Daniel Vernon and became a subsidiary of Merit Financial Group LLC, a subsidiary of Merit Financial, Inc., in 2022. Biltmore Capital offers wealth management services to high-net-worth clients, charitable organizations and corporations. | Finance |
| Smith Barney & Co., Inc. | Finance |
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