Jennifer Cox

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Finance

Consumer Services

Profil

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.

Ehemalige bekannte Positionen von Jennifer Cox

Unternehmen	Position	Ende
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
MORGAN STANLEY	Corporate Officer/Principal	-
Biltmore Capital Advisors LLC Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital customizes their asset management strategies based on each client's individual needs. The firm's main focuses include their diversified portfolio management and option strategies on concentrated stock positions and their long/short strategy. They make specific options trades which seek to accomplish the predetermined goals while seeking to minimizing risk. For diversification, Biltmore Capital may recommend a combination of in-house stock management and independent managers. The firm selects securities and asset managers for the portfolio based on asset allocation decisions and what suits the client's needs and goals most appropriately. Specifically, it tries to determine the mix of stock, bonds, money markets and other investments they feel offer the best combination of potential return and risk.	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	4
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
The University of North Carolina at Chapel Hill The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Biltmore Capital Advisors LLC Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital customizes their asset management strategies based on each client's individual needs. The firm's main focuses include their diversified portfolio management and option strategies on concentrated stock positions and their long/short strategy. They make specific options trades which seek to accomplish the predetermined goals while seeking to minimizing risk. For diversification, Biltmore Capital may recommend a combination of in-house stock management and independent managers. The firm selects securities and asset managers for the portfolio based on asset allocation decisions and what suits the client's needs and goals most appropriately. Specifically, it tries to determine the mix of stock, bonds, money markets and other investments they feel offer the best combination of potential return and risk.	Finance