James Cox Email & Phone Number
Financial Advisor @ Capital Strategies, Beyond Wealth
5 free lookup(s).
James Cox Location
- Austin, TX, US
James Cox Work
- 2025 -now Financial Advisor @
- 2025 -2025 Private Client Advisor @ JPMorgan Wealth Management
- 2024 -2025 VP, Wealth Management @
- 2023 -2024 Associate @
- 2020 -2023 Senior Associate @
- 2017 -2020 Associate @
- 2014 -2017 Founder @ Fantasy Folios
- 2012 -2016 Associate, Business Strategy @
- 2010 -2012 Financial Analyst @
- 2010 -2014 Founder @ Teleshell
James Cox Education
- Southern Methodist University
- McCallie School
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 Southern Methodist University. 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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Top Capital Strategies, Beyond Wealth Employees
Travis Cloud
Director of Financial Planning
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Noah Ozgo
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Steven Sorenson
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James Cox
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Joe Croshaw
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Michelle Sauder
Chief Financial Officer
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Scott Werner
Executive Vice President
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