JF
JF

Jesse Fox

3 Years of Experience
Plano, TX
Broker

Jesse Fox is a registered investment advisor at D.A. Davidson & CO., based in Plano, TX, with 3 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5601 Granite Parkway, Suite 560, Plano, TX, 75024

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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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Employment History
Current Registrations
D.A. Davidson & CO.
January 2025 - Present · 1 yr 6 mos
D.A. Davidson & CO.Broker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2023 - June 2024 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
November 2022 - September 2023 · 10 mos
State Registrations34 states
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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.