Jason Fox
Professional Summary
Jason Fox, who also goes by Jason M Fox, Jason Michael Fox, Jason Fox, is a registered financial advisor currently at MEKETA CAPITAL, LLC located in Denver, Colorado and FORESIDE FINANCIAL SERVICES, LLC located in Denver, Colorado. Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jason has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason M Fox, Jason Michael Fox, Jason Fox
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current Firm
MEKETA CAPITAL, LLC
Contact Information
Main Address
250 Fillmore Street Suite 425, Denver, CO 80206Phone Number
(720) 697-1010# of Employees
32SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$106,582,146Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Primary Firm SEC Registration
MEKETA CAPITAL, LLC
State Registrations and Notice Filings
(1/2/2026)
(1/2/2026)
(10/27/2023)
(10/27/2023)
(3/4/2024)
(10/27/2023)
(10/27/2023)
(1/2/2026)
(3/25/2026)
(3/26/2025)
(1/2/2026)
(10/27/2023)
(10/27/2023)
(1/2/2026)
(1/2/2026)
(5/22/2026)
(5/22/2026)
(10/27/2023)
(5/22/2026)
(5/22/2026)
(1/2/2026)
(10/27/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2010About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2021About the Series 9 examSRO Registrations
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRS (Client Relationship Summary) - RIA
Click below to view Jason Fox's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
TANDEM FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC