James Fox Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Carlsbad, California
CRD number
43632
Registered since
January 16, 1998

Firm profile

FINTRX

Overview

James Fox Securities, Inc. is organized as a corporation and has been SEC-registered since 1998. The firm is owned by an individual and is categorized in FINTRX as "unclassified." Available records indicate it does not operate as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, does not act as a pension consultant, and has no disclosed related adviser relationships. FINTRX provides no granular detail about the firm's advisory activities, investment approach, fee schedule, client segments, or external affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • James Fox

    Registered PrincipalCRD 502708

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Carlsbad, CA

San Diego

Location

Carlsbad, CA

Headquartered in Carlsbad, CA, in the West of the United States.

Region
West
County
San Diego
Address
2244 Faraday Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth