Jace Dean Cox
Investment Adviser Representative at Backbone Planning Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jace Dean Cox is an investment adviser representative with Backbone Planning Partners LLC in Smithfield, UT, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Adams Wealth Advisors. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 3 (commodity futures). They are registered to provide investment advice in Arizona, California, Nevada, and Utah.
Registrations & licenses
- Investment adviser:
- Arizona, California, Nevada, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Adams Wealth Management, LLCJan 2021 – Jul 2025Logan, UT
- The Financial Insight CenterMar 2020 – Aug 2020Logan, UT
- ConserviceNov 2017 – Dec 2020Logan, UT
- StudentJan 2011 – Nov 2017Ephraim, UT
- Backbone Planning PartnersJul 2025 – no end date reportedSmithfield, UT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Backbone Planning Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Strategic planning connecting business and personal wealth, including business growth vs. personal wealth planning, reinvestment vs. diversification, tax strategy, long-term planning, exit timing, cash flow, and transition planning.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Las Vegas, NV
- SEC file number:
- 801-128212
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 25, 2026
View full firm profileOther advisors at Backbone Planning Partners LLC
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jace Dean Cox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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