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Jeffrey A Fox

J.p. Morgan Institutional Investments Inc.

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About Jeffrey A Fox

Jeffrey A. Fox is a financial advisor with over 25 years of experience in the industry. Jeffrey is currently registered with J.p. Morgan Institutional Investments Inc. and has previously held positions at JPMorgan Distribution Services, Inc., UAM Fund Distributors, Inc., Sun Life of Canada (U.S.) Distributors, Inc., Lynch, Jones & Ryan, Inc., and Barclays De Zoete Wedd Securities Inc. Jeffrey is a Series 3, 7, 30, 63, and 65 licensed advisor and has a strong track record of success in providing investment advice and guidance to clients.

Firm Information

Jeffrey Fox is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

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.

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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Jeffrey Fox’s Registration & Firm History

NY

02/01/2007 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

OH

01/01/2005 - 01/03/2007

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

NY

11/06/2001 - 01/01/2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

MA

06/25/1998 - 09/06/2000

UAM FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

01/18/1995 - 12/31/1997

SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

NY

07/28/1994 - 10/27/1994

LYNCH, JONES & RYAN, INC. (NEW YORK NY)

NY

12/01/1992 - 05/19/1994

BARCLAYS DE ZOETE WEDD SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/22/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2016

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2007

Series 3 - National Commodity Futures Examination

BC

Issued 02/23/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey A Fox.
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