Jason M. Fox

MEKETA CAPITAL

DENVER, CO 80206

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CRD#: 5827682

Professional summary

Jason Michael 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, Series 6, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason M Fox | Jason Michael Fox | Jason Fox

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.

1) Meketa Capital; Started 11/2023; Investment Related; Business Development; Raising assets to invest in Meketa/Primark Interval funds; 160 hour per month. 2) Primark Capital; Denver CO; Started 11/2022; Investment Related; Business Development; Business Development; Business Development; 160 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Fox's 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

March 4, 2024 - Present

MEKETA CAPITAL, LLC

Office #1: 250 Fillmore Street Suite 425, Denver, CO 80206

RIA

CRD#: 328303

DENVER, CO

Current

October 27, 2023 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 250 Fillmore St., Suite 425, Denver, CO 80206

CRD#: 148477

Denver, CO

Past

January 5, 2023 - October 2, 2023

FORUM CAPITAL ADVISORS LLC

RIA

CRD#: 297582

DENVER, CO

Past

November 25, 2022 - October 27, 2023

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Denver, CO

Past

May 22, 2019 - November 4, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

May 22, 2019 - November 4, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

June 11, 2018 - April 17, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

GREENWOOD VILLAGE, CO

Past

June 11, 2018 - April 17, 2019

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

MCDONOUGH, GA

Past

February 11, 2016 - November 10, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

DENVER, CO

Past

December 11, 2015 - November 10, 2017

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

December 11, 2015 - November 10, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

DENVER, CO

Past

December 11, 2015 - November 10, 2017

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

December 11, 2015 - November 10, 2017

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

September 29, 2010 - November 30, 2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

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".

MEKETA CAPITAL, LLC

CRD#: 328303 / SEC#: 801-128821

RIA

Registered Investment Advisory firm - (2/6/2024 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.

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

California
(10/27/2023)

Colorado
(10/27/2023)

IAR

Colorado
(3/4/2024)

Illinois
(10/27/2023)

Indiana
(10/27/2023)

Kentucky
(3/26/2025)

Michigan
(10/27/2023)

Minnesota
(10/27/2023)

Ohio
(10/27/2023)

Wisconsin
(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

State Security Law Exam

IAR

Series 66

Date: 2/8/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/23/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/27/2010

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 7/12/2021

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 12/9/2016

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MEKETA CAPITAL, LLC

CRD#: 328303 / SEC#: 801-128821

RIA

Registered Investment Advisory firm - (2/6/2024 Approved)

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Contact information

Main Address

250 Fillmore Street Suite 425, Denver, CO 80206

Mailing Address

Phone number

(720) 697-1010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEKETA CAPITAL ADV ANNUAL BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 36,080,585

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.

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Advisor Monitoring

Firm Stability Insights

Jason M. Fox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Fox's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FINANCIAL SERVICES, LLC

FORUM CAPITAL ADVISORS LLC

FORESIDE FUND SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

NATIONAL PLANNING CORPORATION

SII INVESTMENTS, INC.

NATIONAL PLANNING CORPORATION

INVESTMENT CENTERS OF AMERICA, INC.

INVEST FINANCIAL CORPORATION

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

MEKETA CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2016

Series 63

Date: 11/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/10/2014

Series 6

Date: 9/27/2010

Series 9

Date: 7/12/2021

Series 24

Date: 12/9/2016

FINRA

Current Firm

MEKETA CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEKETA CAPITAL, LLC

TRUST BUT VERIFY

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