Jeffery James Fox

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Senior Resources, Llc
  Armada, MI
• 04/2008 → 12/2022
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 04/2008 → 12/2022
  Comprehensive Capital Management, Inc.
  Parsippany, NJ
• 01/2023 → Present
  Lpl Financial Llc
  Armada, MI

Previous Registrations

• 2008-06-25 → 2023-01-05
  Comprehensive Capital Management, Inc.
  Totowa, NJ
  Sterling Heights, MI
  Armada, MI

Other Businesses

1) 12/15/2022 - Senior Resources Retirement Services - Business Entity For Tax/Investment Purposes Only - Armada, MI 48005 - Non Investment related - Start date: 06/24/2008. 2) 12/15/2022 - Physicians Preferred Planning - Business Entity For Tax/Investment Purposes Only - Armada, MI 48005 - Non Investment related - Start date: 11/30/2010. 3) 12/15/2022 - Senior Resources, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2002-01-16
• S63 Uniform Securities Agent State Law Examination
  1998-03-24

Designations

• Certified Financial Planner

Other Names

• Jeffery James Berardi
• Jeffery J Fox