Ameriprise Financial Services
47yrs
Top advisor by experience in Solana Beach
5yrs
Based in Solana Beach, California, Jack Fox is a fiduciary financial advisor with 5 years of industry experience. Jack has been with Ameriprise Financial Services since 2025. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 55 advisors with offices in Solana Beach, and one of 39 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office505 Lomas Santa FE Dr Suite 150, Solana Beach, CA 92075
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Career
- Sep 2025 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Jack
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Jack. 505 Lomas Santa FE Dr Suite 150Solana Beach, CA 92075Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Jack
How do I contact Jack?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Jack Fox. Jack works from the Solana Beach, CA office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Jack hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jack 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.
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