Financial Planning Specialist @ (September 2023 - November 2024)
Manager, Wealth Planning @ (February 2022 - June 2023)
Senior Associate, Wealth Planning @ (August 2018 - February 2022)
Wealth Analyst @ (August 2017 - May 2018)
Jared Cox Education
The University of Akron
Bachelor of Financial Planning (Financial Planning and Services)
2014-2017
Jared Cox Summary
Jared Cox, based in Cleveland, OH, US, is currently a Director of Technology at Signal Tree Financial Partners LLC. Jared Cox brings experience from previous roles at Signal Tree Financial Partners LLC, True Wealth Design and Sequoia Financial Group. Jared Cox holds a 2014 - 2017 Bachelor of Financial Planning in Financial Planning and Services @ The University of Akron. Jared Cox has 1 emails and 1 mobile phone numbers on RocketReach.
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