Jeffrey Fox, financial advisor Erie PA
83 score

Jeffrey Fox

CRD Number: 3183977
Current Firm: Waddell & Reed

Jeffrey Fox (CRD# 3183977) is an Investment Advisor Representative working at Waddell & Reed in Erie, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ellwell, Fox & Marsh, LLC Waterford, PA Oct 2006 - Current 10
F & M Properties Erie, PA Jan 2004 - Current 12
Various Insurance Carriers Fairview, PA Apr 1999 - Current 17
Waddell & Reed, Inc. Erie, PA Feb 1999 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
S63 Uniform Securities State Law Examination Apr 1999
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Fox
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • GA
  • IN
  • PA
  • MI
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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