Edwin Cox has been Organizer and Chief Compliance Officer of Magnolia Wealth Management since May 2018, is a control person of the firm and directly owns 75% or more of it.
Magnolia Wealth Management LLC is a Dothan, AL firm with $183M under management, 385 clients and 2 advisers in one office, as of its February 2026 filing.
Edwin Cox is President and Founder of Magnolia Wealth Management, based in Dothan, Alabama. He has spent more than 20 years helping people improve their retirement plans through a comprehensive approach to wealth management. Before starting the firm, he worked for multiple financial firms.
Edwin Cox’s longest registration is the current one, 8 years at Magnolia Wealth Management since 2018. Before joining Magnolia Wealth Management in 2018, Edwin Cox was registered through J. W. Cole Advisors, Inc. and Summit Financial Group Inc.
- – present · 8 yearsDothan, AL · Adviser representative · Firm CRD 297598
- J. W. Cole Advisors, Inc.– · 3 yearsDothan, AL · Adviser representative · Firm CRD 112294
- Summit Financial Group Inc– · under a yearDothan, AL · Adviser representative · Firm CRD 109485
Investment adviser representative registrations
Edwin Cox is registered as an investment adviser representative in 3 states. The first approvals date from August 2018; the most recent is Florida, in November 2018.
- AlabamaSince 17 October 2018
- FloridaSince 1 November 2018
- GeorgiaSince 13 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 May 2015 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 24 August 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 August 2004 |
| Series 7 | General Securities Representative Examination | 6 April 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edwin Alan Cox
- CRD
- 4750618
- Firm
- Magnolia Wealth Management · CRD 297598
- Role
- Organizer and Chief Compliance Officer
- Office
- 1535 HONEYSUCKLE ROAD, Dothan, AL 36305
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- magnoliawm.com
Where does Edwin Cox work?
Edwin Cox has been Organizer and Chief Compliance Officer of Magnolia Wealth Management LLC since May 2018, and is a control person of the firm.
Is Edwin Cox a financial advisor?
Yes. Edwin Cox has a current investment-adviser registration in Alabama, Florida and Georgia, through Magnolia Wealth Management since August 2018.
How many years of experience does Edwin Cox have?
Edwin Cox has 22 years in the financial industry, since April 2004, across 3 adviser firms.
What exams has Edwin Cox passed?
Edwin Cox has passed 4 licensing exams: the Series 7, Series 63, Series 26 and Series 66. The earliest, the Series 7, was passed in April 2004. FINRA credited Edwin Cox with the SIE, which began in October 2018.
Where did Edwin Cox work before Magnolia Wealth Management?
Before Magnolia Wealth Management, Edwin Cox was registered through Summit Financial Group Inc, May 2015 to June 2015.
Where is Edwin Cox based?
Edwin Cox’s registered office is in Dothan, AL.
Is Edwin Cox registered with FINRA?
No. Edwin Cox has no current broker registration.
How can I verify Edwin Cox’s record?
Search CRD 4750618 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edwin Cox’s full registration record.