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Joseph Bernard Fox

Franklin Street Advisors Inc.

Chapel Hill, NC

CRD 4466171

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Employer firm

Franklin Street Advisors Inc. CRD 106275

$4.53B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Franklin Street Advisors Inc.

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-11-15
TX RA APPROVED 2019-02-14
NC RA APPROVED 2007-07-10
  • LA RA
    APPROVED
    Since 2021-11-15
  • TX RA
    APPROVED
    Since 2019-02-14
  • NC RA
    APPROVED
    Since 2007-07-10

Branch Locations

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Street Advisors, Inc. Chapel Hill NC 07/2007 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-01-13
  • S63 Uniform Securities Agent State Law Examination
    2003-01-13
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • J.B. Fox

View on SEC IAPD

Nearby Firms

ABSHER WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

DENNIS CLEVELAND GREENWAY
CRAIG ALAN SULLIVAN
PAUL T BODE

Nearby Offices

ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC

More in Chapel Hill, NC

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