JF
JF

Jennifer Fox

20 Years of Experience
Miamisburg, OH
Broker

Jennifer Fox is a registered investment advisor at Ameriprise Financial Services, LLC, based in Miamisburg, OH, with 20 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

3045 Newmark Dr, Miamisburg, OH, 45342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer owns JLJF, LC, managing her Ameriprise business, and serves as a board member for Fox. She also works for Randin LLC in client service, dedicating about a third of her time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 2 mos
Ameriprise Financial Services, LLC
December 2024 - Present · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Huntington Financial Advisors
July 2010 - September 2020 · 10 yrs 2 mos
The Huntington Investment CompanyBroker
July 2010 - September 2020 · 10 yrs 2 mos
J.p.morgan Securities INC.
May 2009 - April 2010 · 11 mos
J.P. Morgan Securities INC.Broker
March 2009 - April 2010 · 1 yr 1 mo
Chase Investment Services CORP.Broker
July 2005 - October 2005 · 3 mos
Banc One Securities CorporationBroker
October 1997 - July 2005 · 7 yrs 9 mos
State Registrations11 states
CAFLGAILINMAMINYOHSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.