Jeffrey Fox, financial advisor Erie PA

Jeffrey Fox

CRD Number: 3183977
Current Firm: Lpl Financial LLC

Jeffrey Fox (CRD# 3183977) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Erie, PA Jul 2021 - Current 2
Fairview American Legion Post 742 Fairview, PA Oct 2020 - Jul 2021 < 1
Fpg Group, LLC Erie, PA Apr 2020 - Jul 2021 1
Foxinc3 LLC Fairview, PA Apr 2019 - Jul 2021 2
Ellwell, Fox & Marsh, LLC Waterford, PA Oct 2006 - Jul 2021 14
F & M Properties Erie, PA Jan 2004 - Jul 2021 17
Various Insurance Carriers Fairview, PA Apr 1999 - Jul 2021 22
Waddell & Reed, Inc. Erie, PA Feb 1999 - Jul 2021 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Sep 2014
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Fox
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • PA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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