James Cox – Creating Supplemental Income For The Business Family Using Life Insurance
With over 15 years experience in the financial services industry, James Cox brings a record of leadership, success and entrepreneurial spirit to his clients through AXA Advisors. The practice James has built specializes in Socially Responsible Investing. He provides customized strategies to help clients match their investment portfolios to their individual values.
James strives to educate people about the basics of Socially Responsible Investing and the importance of sustainability through seminars he hosts throughout the Philadelphia area. He also works with small, medium, and large businesses to provide a full range of cost- effective benefit strategies, including 401k plans, deferred compensation and succession planning.
Bachelors Degree in History and Political Science, St. Mary’s College of Maryland
Investment Advisor Representative of AXAAdvisors, LLC FINRA Registrations – Series 7 and 66
Charitable / Civic Activities:
Vestry Secretary – Holy Trinity Church of Lansdale Member – Doylestown Art League
AXA Advisors, LLC
40 Monument Rd
Bala Cynwyd, PA 19004