Jason Fox
Investment adviser representative at Meketa Capital, LLC
11 yearsExperience
1 stateRegistered in
$106.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Meketa Capital, LLCNov 2023 to now
- Foreside Financial Services, LLCOct 2023 to now
- Primark CapitalOct 2023 to now
- Foreside Fund Services, LLCNov 2022 to Oct 2023
- Forum Capital Advisors, LLCNov 2022 to Sep 2023
- Charles Schwab & Co., Inc.May 2019 to Oct 2022
- Charles Schwab Bank SsbMay 2019 to Oct 2022
- Global Financial Private Capital, LLCFeb 2018 to Apr 2019
- UnemployedNov 2017 to Feb 2018
- National Planning HoldingsDec 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
Meketa Capital, LLC
$106.6MAssets managed
1Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5827682
- Firm CRD
- 328303