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Jon Fox

Senior Financial Advisor

CUSO Financial Services, L.P.

at Truliant Federal Credit Union

Email: [email protected]
Phone: 336-486-4938
Branch Location(s): High Point and Asheboro

Check the background of this investment professional on FINRA BrokerCheck

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.

Focus Areas

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 and has life/health, variable contract registrations. He serves on the board of directors for the William G. White, Jr. Family YMCA in Winston-Salem, is active in the swimming community and serves on the board for N.C. Swimming as well as several committees for U.S.A. Swimming.

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