Nolan Cox

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Granville, OH 43023

Credentials

Series 66

Industry experience

12 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance

Demographic focus

Intergenerational Families

Work history

Edward Jones

2013 - Present (13 years)

Disclosures

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

Business activities & affiliations

Tim B

CFP®, RICP®

New Albany, OH

YFP Wealth

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Student loan debt Pharmacist Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Randy H

CFP®, Series 66

Pickerington, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Military & Veterans

Shawn W

Series 66

Pataskala, OH

Edward Jones

Business ownership considerations Business succession planning Family Business General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Adam G

Series 66

Granville, OH

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner

Tyler D

Series 66

Newark, OH

Edward Jones

Retirement income strategy General retirement planning Doctor or Medical Professional

Mariah G

Series 63, Series 65

Granville, OH

Edward Jones

College savings (529s, UTMA, etc.) Educators, Teachers, and Academics LGBTQIA Women Professionals
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