Oxbow Advisors
47yrs
Top advisor by experience in Austin
22yrs
Jared Fox has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Austin, Texas. After a year at UBS Financial Services, Jared joined Merrill in 2006, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 71% of advisors in Austin
Office607 W 3rd St, Austin, TX 78701
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowMerrillCurrent firm
- Jul 2004 – Dec 2005UBS Financial Services Inc.Previously
Contact Jared
Local office(512) 397-1878Ask for Jared. (800) 637-7455Main office · New York, NY 607 W 3rd StAustin, TX 78701Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jared
Tailored to Jared’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jared
How do I contact Jared?
Call Jared’s local office at (512) 397-1878 or the Merrill main office at (800) 637-7455, and ask for Jared Fox.
How long has Jared been a financial advisor?
Jared has been in the industry since 2004, about 22 years. More experience than 71% of advisors in Austin.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
47yrs
Top advisor by experience at MML Investors Services
Prospera Financial Services
47yrs
Top advisor by experience at Prospera Financial Services
Stuart Investment Advisors
47yrs
Top 1% by experience in Austin
Merrill
46yrs
Top 1% by experience in Austin
J.P. Morgan Securities
46yrs
Top 1% by experience in Austin