Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Washington Fox is a financial advisor with Macquarie Investment Management Business Trust, a firm that manages over $10 billion in assets. James Fox has over 20 years of experience in the financial industry. James Fox is registered to provide investment advice in 53 states and territories. James Washington Fox has experience in providing investment advice to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. James Fox also has experience in providing structured product/securitization advice and transition management services. James Fox holds the Series 7, Series 24, and Series 66 licenses. James Fox previously worked at SEI Investments Distribution Co.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
06/04/2001 - 04/22/2002
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 05/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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