Joshua Fox (CRD# 4270579) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Caledonia, MI and has over 21 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Founders Financial Securities, LLC | Towson, MD | Feb 2019 - Current | 5 |
| Fox Wealth Solutions | Caledonia, MI | Feb 2019 - Current | 5 |
| Securities America Inc. | Grand Rapids, MI | Sep 2017 - Feb 2019 | 1 |
| Securities America Advisors | Grand Rapids, MI | Sep 2017 - Feb 2019 | 1 |
| Spc | Wyoming, MI | Jan 2012 - Sep 2017 | 5 |
| Sigma Financial Corporation | Wyoming, MI | Jan 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management2,909MILLIONS
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Total Number of Accounts18,269ACCOUNTS
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Average Account Value$159,230
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