Lucas Fox

Advisor at Edward Jones

Updated today

Location

Sugarcreek, OH 44681

Credentials

Series 66

Industry experience

14 years

About

Lucas Fox is a financial advisor with Edward Jones in Sugarcreek, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2019, he worked at firms including Everence Trust Company, ProEquities, Inc., and The Huntington Investment Company. Outside of his advisory role, Fox is an ordained minister who preaches and visits people, including conducting jail visits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Retirement income strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

233 Factory St Ne Suite D

Sugarcreek, OH 44681

Most active in

Ohio · Texas

Work history

Edward Jones

2019 - Present (7 years)

Unemployed

2018 - 2019 (1 year)

Everence Trust Company

2017 - 2018 (1 year)

ProEquities, Inc.

2017 - 2018 (1 year)

DBA - Everence Financial Advisors

2017 - 2018 (1 year)

The huntington Investment company

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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