Jonathan Cox
Vice President,
Financial Advisor
Direct:
(505) 889-2839(505) 889-2839
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
As a portfolio manager and financial advisor I work with families to help build and preserve their assets. After spending over 40 years working as a financial professional to affluent families, I know that it's about building towards your personal objectives- it's not about what everyone else is doing or what such and such on Financial News says. It's about you.
I’ve worked with families over generations to help accomplish their financial objectives. With individual client relationships that have lasted over three decades and an average client relationship of over 15 years I’ve demonstrated my willingness to learn about and care for client families- and offer a seasoned perspective on investment markets.
I’ve worked with families over generations to help accomplish their financial objectives. With individual client relationships that have lasted over three decades and an average client relationship of over 15 years I’ve demonstrated my willingness to learn about and care for client families- and offer a seasoned perspective on investment markets.
Securities Agent: CA, CO, FL, KY, MI, MS, MT, NM, AZ, OK, OR, PA, TX, VA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1584400
NMLS#: 1584400
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
John began his wealth management career with E.F. Hutton in 1983, in 2010 he transitioned to Morgan Stanley. He is a seasoned, wealth management advisor whose client relationships span over three decades with an average client relationship of 15 years. John has demonstrated a willingness to learn about and care for his clients.
After spending 36 years in Colorado John became a resident of New Mexico in 2021 and resides with his partner Jamie in Corrales, New Mexico. John is a member of Colorado Cattlemen’s Association since 1999. John was a long-time rancher of a cattle and hay operation in Keenesburg, Colorado from 1995 until 2012. His family donated a conservation easement on their property.
John's hobbies include horsemanship and trail riding in the surrounding states of Wyoming, New Mexico and Arizona.
John has been a member of American Mensa since 1985.
After spending 36 years in Colorado John became a resident of New Mexico in 2021 and resides with his partner Jamie in Corrales, New Mexico. John is a member of Colorado Cattlemen’s Association since 1999. John was a long-time rancher of a cattle and hay operation in Keenesburg, Colorado from 1995 until 2012. His family donated a conservation easement on their property.
John's hobbies include horsemanship and trail riding in the surrounding states of Wyoming, New Mexico and Arizona.
John has been a member of American Mensa since 1985.
Experience
2010 - Current: Morgan Stanley*
Portfolio Manager / Financial Advisor
Albuquerque, NM.
2000 - 2010: UBS Financial Services
Portfolio Manager / Financial Advisor
Boulder, CO.
1996 - 2000: Piper Jaffray
Portfolio Manager / Financial Advisor
Denver, CO.
1983 - 1996: Hutton & Co.
Portfolio Manager / Financial Advisor
Denver, CO.
Portfolio Manager / Financial Advisor
Albuquerque, NM.
2000 - 2010: UBS Financial Services
Portfolio Manager / Financial Advisor
Boulder, CO.
1996 - 2000: Piper Jaffray
Portfolio Manager / Financial Advisor
Denver, CO.
1983 - 1996: Hutton & Co.
Portfolio Manager / Financial Advisor
Denver, CO.
Location
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 889-2839(505) 889-2839
Fax:
(303) 595-2127(303) 595-2127
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Jonathan Cox today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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CRC 6491812 (04/2024)
