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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

JENNIFER COX MANN

Advisor at COMMONWEALTH FINANCIAL NETWORK

Morehead City, NC

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Search this name across graphsid dfx:ria:792e9736-e5ec-8a70-33a5-e66e96f90b54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMMONWEALTH FINANCIAL NETWORK
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 22, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 22, 2001
First registration: Apr 16, 2002
Dual registered: yes, broker-dealer
Other names: JENNIFER ANN COX
IAPD individual key: 4280556

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Sep 19, 2024	n/a	yes	Morehead City, NC	Current employment
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Oct 31, 2017	Oct 4, 2024	no	MOREHEAD CITY, NC\|ALPHARETTA, GA	Previous registration
LIFESTYLE PLANNING SOLUTIONS, LLC	Former SEC adviser	Jun 17, 2015	Oct 31, 2017	no	ATLANTIC BEACH, NC\|ALPHARETTA, GA	Previous registration
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Feb 28, 2013	Oct 31, 2017	no	ATLANTA, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 14, 2012	Oct 28, 2015	no	ATLANTA, GA\|SAN DIEGO, CA\|ATLANTA, GA\|ALPHARETTA, GA\|MOREHEAD CITY, NC\|MOREHEAD CITY, NC\|ALPHARETTA, GA	Previous registration
COMMERCE WEALTH ADVISERS, LLC	Former SEC adviser	May 6, 2010	May 8, 2012	no	ATLANTA, GA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	May 4, 2007	May 7, 2010	no	ATLANTA, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 15, 2004	Apr 23, 2007	no	DURHAM, NC\|DURHAM, NC	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 17, 2003	Aug 31, 2004	no	RALEIGH, NC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 16, 2002	Jan 24, 2003	no	DURHAM, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERIT FINANCIAL ADVISORS	COMMONWEALTH FINANCIAL NETWORK	Oct 4, 2024	Sep 19, 2024	-15	Firm change	RIA to ibd
LIFESTYLE PLANNING SOLUTIONS, LLC	MERIT FINANCIAL ADVISORS	Oct 31, 2017	Oct 31, 2017	0	Firm change	Other
STRATOS WEALTH PARTNERS, LTD	LIFESTYLE PLANNING SOLUTIONS, LLC	Oct 31, 2017	Jun 17, 2015	-867	Firm change after gap	Other
LPL FINANCIAL LLC	STRATOS WEALTH PARTNERS, LTD	Oct 28, 2015	Feb 28, 2013	-972	Firm change after gap	Other
COMMERCE WEALTH ADVISERS, LLC	LPL FINANCIAL LLC	May 8, 2012	May 14, 2012	6	Firm change	Other
FSC SECURITIES CORPORATION	COMMERCE WEALTH ADVISERS, LLC	May 7, 2010	May 6, 2010	-1	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	FSC SECURITIES CORPORATION	Apr 23, 2007	May 4, 2007	11	Firm change	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	Aug 31, 2004	Sep 15, 2004	15	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY DW INC.	Jan 24, 2003	Jan 17, 2003	-7	Firm change	Other

Relationships

Registered with (9)

→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: current employment
Sep 19, 2024 to presentfactForm ADV
→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Oct 31, 2017 to Oct 4, 2024factForm ADV
→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: previous registration
Feb 28, 2013 to Oct 31, 2017factForm ADV
→ LIFESTYLE PLANNING SOLUTIONS, LLCRegistered adviserregistration: previous registration
Jun 17, 2015 to Oct 31, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 14, 2012 to Oct 28, 2015factForm ADV
→ COMMERCE WEALTH ADVISERS, LLCRegistered adviserregistration: previous registration
May 6, 2010 to May 8, 2012factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 4, 2007 to May 7, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 15, 2004 to Apr 23, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 17, 2003 to Aug 31, 2004factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor changed firm
Jennifer Cox Mann left Merit Financial Advisors for Commonwealth Financial Network (registered 2024-09-19)
Form ADVobserved 5 days ago