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Advisors / Oregon / La Pine
34yrs

Robert Cox

Financial advisor at Edward Jones

Based in La Pine, Oregon, Robert Cox is a fiduciary financial advisor with 34 years of industry experience. Robert has been with Edward Jones since 2014. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

La Pine, OR 97739Top 3% by experience at Edward JonesFiduciary advisor
Call the officeDirections

At a glance

Experience34 years (since 1993)
How that compares ?Top 3% by experience at Edward Jones
Office16345 6th Street Suite 101, La Pine, OR 97739
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2014 – now
    Edward JonesCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Robert’s local office at (541) 536-8822 or the Edward Jones main office at (314) 515-2000, and ask for Robert Cox.

How long has Robert been a financial advisor?

Robert has been in the industry since 1993, about 34 years. Top 3% by experience at Edward Jones.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.