Jon C. Fox joined Truliant Financial Advisors in 2016. He has more than 30 years of experience in wealth management. He started his career as a financial planner with EF Hutton in 1986. Since that time, Jon has expanded his investment knowledge and broadened his branch-banking experience while working at RBC Centura/RBC Capital Markets, Nations Securities and Hilliard Lyons.
His primary responsibility is to provide investment advice and direction to his clients and their families. As a CFS financial advisor, Jon provides Truliant members with professional assistance, personalized financial products and dependable service.
Education and Experience
Jon received his bachelor’s degree in business from Auburn University. He is a registered representative of CUSO Financial Services, Inc., a broker-dealer offering a wide variety of securities products, and a member of Financial Industry Regulatory Authority, Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Jon is also a licensed insurance representative with life/health, variable/fixed contract and long-term care/Medicare Supplement certifications. He serves on the board of directors for the William G. White, Jr. Family YMCA in Winston-Salem and is active in the swimming community -- serving on the board of N.C. Swimming as well as several committees for U.S.A. Swimming.