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Jeffrey Charles Fox

Mutual Advisors, LLC

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About Jeffrey Charles Fox

Jeffrey Charles Fox is a financial advisor who is currently registered with Mutual Advisors, LLC and has been in the industry since 2009. Jeffrey is a Certified Financial Planner® professional. Jeffrey's practice is focused on providing a comprehensive financial planning experience to individuals, families, and businesses. Jeffrey's primary office is located in Chesterfield, Missouri. Jeffrey is also registered as an Investment Advisor Representative in Missouri and Texas.

Firm Information

Jeffrey Fox is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeffrey Fox’s Registration & Firm History

MO

02/07/2023 - Present

Mutual Advisors, LLC (Chesterfield MO)

MO

12/15/2009 - 04/17/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)

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Licenses & Designations

IA

Issued 06/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Charles Fox.
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