Cambridge Investment Research Advisors
41yrs
Top advisor by experience in Roxboro
20yrs
Jon Cockerham
Full name on record: Jon Christopher Cockerham
Financial advisor at Wells Fargo Advisors
Jon Cockerham has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Roxboro, North Carolina. Jon has been with Wells Fargo Advisors since 2019; before that, Jon spent a year at Truist Advisory Services and two years at Truist Investment Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 12 advisors with offices in Roxboro, and one of 11 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 25% by experience in Roxboro
Office515 N Madison Blvd, Roxboro, NC 27573
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Career
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- Sep 2016 – Mar 2017Truist Advisory Services, Inc.Previously
- Jun 2015 – Dec 2016Truist Investment Services, Inc.Previously
- 2012 – 2015Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jon
Tailored to Jon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Wells Fargo Advisors at 314-875-3000 and ask for Jon Cockerham. Jon works from the Roxboro, NC office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2006, about 20 years. Top 25% by experience in Roxboro.
What licenses does Jon hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jon 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.
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