Jeffrey
Fox
Mutual Advisors, LLC
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About this Advisor
Jeffrey Fox is a certified financial planner operating out of Chesterfield, Missouri with 4 years of relevant experience. Fox works at Mutual Advisors, LLC. Over the course of their career, Fox has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Visionary Wealth Advisors, LLC, Mass Mutual Life Insurance Company and Mutual Advisors, LLC. Fox maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri and Texas. Mutual Advisors, LLC is a business based in Casper, WY. It has offices in 71 locations and a total of 262 financial advisors. It controls $5 billion in assets under management across its 20,842 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 20,842 customer accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees usually depend on the type of financial services provided. However, fees charged by Mutual Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Fox Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Mutual Advisors, LLC
Mass Mutual Life Insurance Company
Visionary Wealth Advisors, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Fox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Advisors, LLC
Saint Louis, MO
Camarillo, CA
Hartford, CT
San Antonio, TX
Morristown, NJ
San Jose, CA
Cincinnati, OH
Vancouver, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
