Evan Brant Cox

Advisor at Edward Jones — Nebraska City, NE

Updated today

Credentials

Series 66

Experience

7 years

Location

Nebraska City, NE 68410

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Evan Cox is a financial advisor with Edward Jones in Nebraska City, NE, holding the Series 66 designation and having seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with the Lincoln Stars Hockey Club. Outside of advising, he is the owner of Cox Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Nebraska City, NE

613 Central Avenue

Nebraska City NE 68410

Advisors at this office

2

Most active in

Missouri · Nebraska · Texas

Work history

7 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Lincoln Stars Hockey Club

2017 - 2017 • 1 year

Lincoln, NE

STUDENT

2009 - 2018 • 9 years

Omaha, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert W

Series 65

Nebraska City, NE

Family Financial Planning

Robert Wulf is a financial advisor based in Nebraska City, NE, operating under Family Financial Planning. He holds a Series 65 designation and has four years of experience in the financial industry. Prior to his advisory role, he worked for Nebraska Public Power District for 22 years. Family Financial Planning provides financial planning and coaching services primarily to individuals and families, as well as trusts, estates, and other private clients. The firm offers written comprehensive and special-topic financial plans supplemented by financial coaching and educational materials, operating as an advice-only practice without managing client assets.

General retirement planning Social Security optimization General tax planning Cash flow / budgeting
user avatar

Christopher J

Series 63, Series 65

Sidney, IA

Commonwealth Financial Network

Christopher Johnson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Commonwealth since 2017 and previously spent over two decades with Waddell & Reed, Inc. Johnson is co-owner of Kats Consulting, Inc., a business providing tax preparation and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, compliance, and investment management services, while providing access to discretionary model portfolios and customizable program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

John H

Series 66

Nebraska City, NE

Commonwealth Financial Network

John Hogeland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. for five years before joining Commonwealth in 2017. Hogeland is also the owner of JCH Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment and operational support services, enabling advisors to construct client portfolios using diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

David P

Series 66

Nebraska City, NE

Commonwealth Financial Network

David Pease is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 12 years at Waddell & Reed, Inc. and ongoing work with various insurance carriers through W&R Insurance Agencies. He is also a part-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers diverse investment programs such as PPS Custom and PPS Select model portfolios, supporting advisors who typically provide client advice under their own brands within Commonwealth’s supervisory framework.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Michael B

Series 63, Series 65

Nebraska City, NE

LPL Financial

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Investment Centers of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member for the Nebraska City Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Adam H

Series 66

Nebraska City, NE

Edward Jones

Adam Howard is a financial advisor with Edward Jones in Nebraska City, NE, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2025, he worked at BLUEPRINT FINANCIAL/Raymond James Financial Services for two years. Outside of advising, he owns A.McKay's Woodworking, a business specializing in fine furniture and projects for homes, businesses, and churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities that go beyond traditional advisory services.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Oil & Gas
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