Jeffery Fox, financial advisor Sterling Heights MI
96 score

Jeffery Fox

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jeffery J. Fox
Phone Number: 973-394-0404
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    273
    MILLIONS
  • Total Number of Accounts
    2,151
    ACCOUNTS
  • Average Account Value
    $126,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NE, NJ, NY, OH, PA, SC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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