Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Carl Fox is a financial advisor with over 35 years of experience in the financial services industry. Jon is currently registered with Cuso Financial Services, LP, and has previously worked with CUNA Brokerage Services, Inc., J.J.B. Hilliard, W.L. Lyons, LLC, RBC Capital Markets, LLC, RBC Centura Securities, Inc., NationsBanc Investments, Inc., NationsSecurities, Marion Bass Securities Corporation, Lehman Brothers Inc., and E. F. Hutton & Company Inc. Jon is licensed to sell securities in Alabama, Arizona, California, District of Columbia, Florida, Georgia, Illinois, Indiana, New York, North Carolina, South Carolina, Tennessee, and Virginia. Jon offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Jon has a strong understanding of the financial markets and a commitment to providing personalized service to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
NC
08/05/2019 - Present
Cuso Financial Services, LP (Winston-Salem NC)
NC
10/05/2016 - 07/18/2019
CUNA BROKERAGE SERVICES, INC. (WINSTON SALEM NC)
NC
07/12/2012 - 09/27/2016
J.J.B. HILLIARD, W.L. LYONS, LLC (WINSTON-SALEM NC)
NC
10/18/2002 - 07/20/2012
RBC CAPITAL MARKETS, LLC (WINSTON-SALEM NC)
NC
01/14/1999 - 10/21/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
07/27/1994 - 01/01/1998
NATIONSSECURITIES
NC
01/14/1991 - 07/15/1994
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NY
05/14/1988 - 01/28/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/23/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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