James Fox Securities, Inc.

Broker-DealerFINRA Member
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 structured as a corporation with individual ownership. The firm is classified as "unclassified" in the available reporting and has not disclosed business or advisory activities in the provided dataset. It does not identify as an ESG investor, is not characterized as a capital allocator, and is not listed as a multi-state or newly formed adviser; it also does not report pension consulting or related-adviser relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Carlsbad, CA

San Diego

Location

Carlsbad, CA

Headquartered in Carlsbad, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
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