Jeffery FoxCRD Number: 3030562
Current Firm: Comprehensive Capital Management, Inc.
Jeffery Fox (CRD# 3030562) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Sterling Heights, MI and has over 20 years of experience in the finance industry. Jeffery Fox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning
Plante Moran Financial Advisors
Integrated Capital Management
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Apr 2008 - Current||10|
|Comprehensive Capital Management, Inc.||Parsippany, NJ||Apr 2008 - Current||10|
|Questar Capital Corporation||Ann Arbor, MI||Jun 2005 - Current||12|
|Senior Resources Financial Management||Sterling Heights, MI||May 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management273MILLIONS
Total Number of Accounts2,151ACCOUNTS
Average Account Value$126,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NE, NJ, NY, OH, PA, SC, TX, VA
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