Jeffrey Andrew 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

• 02/1999 → 07/2021
  Waddell & Reed, Inc.
  Erie, PA
• 04/1999 → 07/2021
  Various Insurance Carriers
  Fairview, PA
• 01/2004 → 07/2021
  F & M Properties
  Erie, PA
• 10/2006 → 07/2021
  Ellwell, Fox & Marsh, Llc
  Waterford, PA
• 04/2019 → 07/2021
  Foxinc3 Llc
  Fairview, PA
• 04/2020 → 07/2021
  Fpg Group, Llc
  Erie, PA
• 10/2020 → 07/2021
  Fairview American Legion Post 742
  Fairview, PA
• 07/2021 → Present
  Lpl Financial Llc
  Erie, PA

Previous Registrations

• 2001-01-17 → 2021-07-21
  Waddell & Reed
  Erie, PA
  Erie, PA
  Pittsburgh, PA
  Hamden, CT
  Erie, PA

Other Businesses

1)2002 - Real Estate Rental - ELLWELL ,FOX & Marsh, LLC - 5Hrs/Mo 0Hrs/Mo During Trading - Investment Related - 10090 Aubrey Rd, Waterford, PA 2)2000 - Real Estate Rental - F & M Properties - 0Hrs/Mo During Trading - Investment Related - 965 East 34th st Erie PA, 845 East 32nd Erie PA, 954 East 37th Erie PA, 4238 Glenn Ave Fairview PA 16415, 4217 Perry st Erie PA 3)07/2021 - Non-Variable Insurance - Jeffrey Fox - 0Hrs/Mo During Trading - Investment Related - Erie, PA 16506 4)2020 - Real Estate Rental - FoxInc4 LLC - 0Hrs/Mo During Trading - Investment Related - 3303 West 26th St, 1009 Brown Ave Erie, PA 16502-2432

Exams

• S66 Uniform Combined State Law Examination
  2014-09-09
• S63 Uniform Securities Agent State Law Examination
  1999-04-22

Other Names

• Jeffrey Andrew Fox
• Jeff Fox