Joseph Wilcoxon (CRD# 7935844) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has 1 year of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Overland Park, KS | Jun 2024 - Current | < 1 |
| Mariner Wealth Advisors | Overland Park, KS | Dec 2022 - Jun 2024 | 1 |
| University Of Rio Grande / Ohio University / Uwf | Pensacola, FL | Jan 2014 - Dec 2022 | 8 |
| Arbor Wealth Management | Miramar Beach, FL | May 2021 - Aug 2021 | < 1 |
| The North Face | Miramar Beach, FL | Jan 2021 - Jun 2021 | < 1 |
| Under Armour | Miramar Beach, FL | Jun 2018 - Jun 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- FL
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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