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JF

Jayme S. Fox

BAHL & GAYNOR
Monument, CO
Some features on this profile are disabled
CRD#: 4772908
JF

Professional summary

Jayme Sue Fox, who also goes by Jayme Fox, Jayme Sue Thomas, is a registered financial advisor currently at BAHL & GAYNOR INC located in Monument, Colorado and QUASAR DISTRIBUTORS, LLC located in Portland, Maine.

Jayme is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jayme has worked at 5 firms and has passed the Series 66, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jayme Fox | Jayme Sue Thomas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayme Sue Fox's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 28, 2024 - Present

BAHL & GAYNOR INC

RIA
CRD#: 106139
Monument, CO
Current

October 19, 2023 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 103848
Portland, ME
Past

May 3, 2010 - June 30, 2023

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
MONUMENT, CO
Past

April 30, 2010 - June 30, 2023

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
MONUMENT, CO
Past

August 30, 2007 - April 20, 2010

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
MOUNTAIN HOME, AR
Past

October 7, 2005 - April 20, 2010

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
MOUNTAIN HOME, AR
Past

July 5, 2004 - September 23, 2004

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
B&
BAHL & GAYNOR INC
BAHL & GAYNOR INC | BAHL & GAYNOR INVESTMENT COUNSEL

CRD#: 106139 / SEC#: 801-36951

RIA
Registered Investment Advisory firm - (7/13/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/19/2023)
IAR
California
(2/28/2024)
RR
Colorado
(10/19/2023)
IAR
Colorado
(2/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/25/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BAHL & GAYNOR INC
BAHL & GAYNOR INC | BAHL & GAYNOR INVESTMENT COUNSEL

CRD#: 106139 / SEC#: 801-36951

RIA
Registered Investment Advisory firm - (7/13/1990 Approved)
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Contact information

Main Address
255 East Fifth Street Suite 2700, Cincinnati, OH 45202
Mailing Address
Phone number
(513) 287-6100
Established
Firm type
Fiscal year end
# of Employees
79

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BAHL & GAYNOR ADV PART 2A 2/2026 (2/9/2026)
BAHL & GAYNOR ADV PART 2B 2/2026 (2/4/2026)

Regulatory assets under management

Total Number of Accounts3,251
AUM (Assets Under Management)$ 20,990,587,107

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BAHL & GAYNOR INC

CRD#: 106139Monument, CO

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