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Jason Fox

Investment Adviser Representative at MEKETA CAPITAL, LLC

Denver, COCRD #5827682Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
21 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 21 states
AlabamaArkansasCaliforniaColoradoIllinoisIndianaIowaKansasKentuckyLouisianaMichiganMinnesotaMississippiMissouriNebraskaNorth DakotaOhioOklahomaSouth DakotaTennesseeWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/8/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 11/23/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/10/2014
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/27/2010
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 7/12/2021
Series 24
General Securities Principal Examination
Passed 12/9/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Meketa Capital, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MEKETA CAPITAL, LLCCurrent
3/4/2024 – Denver, CO
FORESIDE FINANCIAL SERVICES, LLCCurrent
10/27/2023 – Littleton, CO
FORUM CAPITAL ADVISORS LLC
1/5/2023 – 10/2/2023Denver, CO
CHARLES SCHWAB & CO., INC.
5/22/2019 – 11/4/2022Lone Tree, CO
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
6/11/2018 – 4/17/2019Greenwood Village, CO
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
2/11/2016 – 11/10/2017Denver, CO

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MEKETA CAPITAL, LLC

1 other advisor in the directory

Elizabeth Anth
Investment Adviser Representative
Dual-registered
View MEKETA CAPITAL, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Fox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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