James Cox Email & Phone Number
Financial Advisor @ Capital Strategies, Beyond Wealth
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James Cox Location
- Austin, TX, US
James Cox Work
- Financial Advisor @ (November 2025 - Present)
- Private Client Advisor @ JPMorgan Wealth Management (August 2025 - October 2025)
- VP, Wealth Management @ (January 2024 - August 2025)
- Associate @ (January 2023 - January 2024)
- Senior Associate @ (January 2020 - January 2023)
- Associate @ (January 2017 - January 2020)
- Founder @ Fantasy Folios (January 2014 - January 2017)
- Associate, Business Strategy @ (January 2012 - January 2016)
- Financial Analyst @ (January 2010 - January 2012)
- Founder @ Teleshell (January 2010 - January 2014)
James Cox Education
- McCallie School
- Southern Methodist University
James Cox Skills
- Application Development
- Emerging Markets
- Venture Capital
- Strategy
- Idea Incubation
- Startup Development
- Customer Service
- Commercial Real Estate
- Design Sprints
- Product Marketing
- Strategic Partnerships
- Business Strategy
- Product Design
- Research
- Scrum
- Investments
- Business Development
- Leadership
- Real Estate Development
- Product Development
James Cox Summary
- James Cox, based in Austin, TX, US, is currently a Financial Advisor at Capital Strategies, Beyond Wealth. James Cox brings experience from previous roles at JPMorgan Wealth Management, Realized, Phoenix Capital Group and Thermo Development Inc. James Cox holds a McCallie School. With a robust skill set that includes Application Development, Emerging Markets, Venture Capital, Strategy, Idea Incubation and more. James Cox has 3 emails and 4 mobile phone numbers on RocketReach.
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