Role at Waverly Advisors
- Title on Schedule A
- Chief Economist
- Control
- John Cox is a control person of Waverly Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- John Cox has held the filed role since April 2017.
The firm
Form ADV filed 31 August 2026
Career on record
John Cox has been registered through Waverly Advisors since April 2017.
- Waverly Advisors, LLCCurrent– present · 9 yearsBirmingham, AL · Adviser representative · Firm CRD 115332
- Kinsight, LLC– · 15 yearsBirmingham, AL · Adviser representative · Firm CRD 116047
Registrations and exams
John Cox has a current investment-adviser registration in Alabama and Texas and has passed 0 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Alabama | Investment adviser representative | Approved | 28 April 2017 |
| Texas | Investment adviser representative | Approved | 28 April 2017 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
No examinations are on John Cox’s record.
Individual record
- Full name
- John Brown Cox
- CRD
- 4597091
- Registration status
- Investment adviser registration
- Office
- 600 UNIVERSITY PARK PLACE, SUITE 501, Birmingham, AL 35209
- Firm bio
- waverly-advisors.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
John B. Cox is Waverly's chief economist, a partner and wealth advisor. The firm says he previously served as a portfolio advisor at Kinsight and serves on Waverly's investment committee. Waverly Advisors biography
Education
- Bachelor of Business Administration in Finance, University of Montevallo.Waverly Advisors biography
- Master of Business Administration, University of Alabama at Birmingham.Waverly Advisors biography
Credentials and memberships
- CFA® charterholder (listed by Waverly).Waverly Advisors biography
- Chartered Alternative Investment Analyst (CAIA; listed by Waverly).Waverly Advisors biography
Common questions
Where does John Cox work?
John Cox has been Chief Economist of Waverly Advisors, LLC since April 2017, and is a control person of the firm.
Is John Cox a financial advisor?
Yes. John Cox has a current investment-adviser registration in Alabama and Texas, through Waverly Advisors since April 2017, as of 17 October 2026.
How many years of experience does John Cox have?
John Cox has worked in the financial industry for 24 years as of 17 October 2026, counted from 10 October 2002, across 2 adviser firms.
Where is John Cox based?
John Cox’s registered office is in Birmingham, AL.
Is John Cox a CFA charterholder?
Waverly Advisors lists John Cox with the CFA credential (“CFA® charterholder (listed by Waverly).”) on its website. CFA Institute confirms certification status.
Source: Waverly Advisors biography
Leadership at Waverly Advisors
Justin RussellPresident/Chief Executive Officer
James LazenbyChief Financial Officer
Justin SnellChief Operating Officer
Thomas ClaudChief Compliance Officer
Brent GunnChief Information Officer
Wayne LesageChief Growth Officer
William McDanielChief Investment Officer