Oxbow Advisors
47yrs
Top advisor by experience in Austin
3yrs
James Cox
Financial advisor at MML Investors Services
Based in Austin, Texas, James Cox is a fiduciary financial advisor with 3 years of industry experience. James has been with MML Investors Services since 2025; before that, James spent less than a year at J.P. Morgan Securities and less than a year at Realized Financal. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office807 Las Cimas Parkway Building 2, Suite 275, Austin, TX 78746
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- Nov 2025 – nowMML Investors Services, LLCCurrent firm
- Aug 2025 – Sep 2025J.P. Morgan Securities LLCPreviously
- Apr 2025 – Aug 2025Realized Financial, Inc.Previously
Contact James
807 Las Cimas Parkway Building 2, Suite 275Austin, TX 78746Office · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.com
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Questions to ask James
Tailored to James’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 James
How do I contact James?
Call MML Investors Services at (413) 226-0000 and ask for James Cox. James works from the Austin, TX office.
How long has James been a financial advisor?
James has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James 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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