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Jacob Peter Fox

Fairway Investment Group, LLC

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About Jacob Peter Fox

Jacob Fox is a registered representative and investment advisor representative with Fairway Investment Group, LLC. Jacob has been in the financial services industry since 2012. Jacob holds the Series 66, Series 51, Series 24, and Series 7TO securities licenses. Jacob's professional experience includes roles at various firms including Fahey Schultz Burzych Rhodes, MEA Financial Services, and Paradigm Equities, Inc. Jacob specializes in providing financial planning and portfolio management for individuals.

Firm Information

Jacob Fox is currently registered with Fairway Investment Group, LLC. Fairway Investment Group, LLC is an investment advisor with 24 licensed agents and 23 investment advisor representatives. They manage approximately $51 million in assets for 523 individual clients. They offer educational seminars and portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Fox’s Registration & Firm History

MI

07/07/2023 - Present

Fairway Investment Group, LLC (EAST LANSING MI)

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Licenses & Designations

BOTH

Issued 03/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2023

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/21/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Peter Fox.
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