Jason Fox
Advisor at Meketa Capital, LLC
Updated today
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Firm
Meketa Capital, LLC
Location
Denver, CO 80206
Credentials
Series 63, Series 66
Industry experience
14 years
About
Jason Fox is a financial advisor at Meketa Capital, LLC in Denver, CO, holding Series 63 and Series 66 credentials with 14 years of industry experience. His career includes roles at Primark Capital, Foreside Financial Services, Forum Capital Advisors, Charles Schwab & Co., and National Planning Holdings. He is involved in business development activities related to Meketa and Primark Interval funds. Meketa Capital provides investment advisory services to the Meketa Infrastructure Fund and offers non-discretionary model portfolios, research, and educational materials to other registered investment advisers. The firm focuses on infrastructure investments aimed at long-term capital appreciation and integrates private market assets with traditional equity and fixed-income allocations while emphasizing risk management and valuation oversight.
Client services
Based on Meketa Capital, LLC
Portfolio management
The firm will provide advisory services to registered investment companies and model services
The firm will provide advisory services to registered investment companies and model services
Expertise
Based on Meketa Capital, LLC
Private / alternative investments
Active portfolio management
Fee options
1.50% annually on average daily net assets of the Fund, with ability to waive up to 0.50% on cash and cash equivalents
Location
250 Fillmore Street, Suite 425
Denver, CO 80206
Most active in
Jason F has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Meketa Capital LLC
2023 - Present (3 years)
Primark Capital
2023 - Present (3 years)
Foreside Financial Services, LLC
2023 - Present (3 years)
Foreside Fund Services, LLC
2022 - 2023 (1 year)
Forum Capital Advisors, LLC
2022 - 2023 (1 year)
Charles Schwab & Co., Inc.
2019 - 2022 (3 years)
Charles Schwab Bank SSB
2019 - 2022 (3 years)
Global Financial Private Capital, LLC
2018 - 2019 (1 year)
UnEmployed
2017 - 2018 (1 year)
National Planning Holdings
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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