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Nathan C

CFP®, Series 66

Heber City, UT

Edward Jones

Nathan Cox is a financial advisor with Edward Jones in Heber City, UT, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and operates businesses including Red Leaf Management LLC and NSC Enterprise LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner Widow/Widower
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Edison C

Series 66

Heber City, UT

Edward Jones

Edison Christofferson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at J Crew, Lucid Software, and the BYU Marriott School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Business exit / sale strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Divorced
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