Jason Fox is a registered investment advisor at Meketa Capital, LLC, based in Denver, CO, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meketa Capital manages the Meketa Infrastructure Fund, charging a monthly management fee equal to 1.50% annually of the fund's average daily net assets. Meketa Capital may waive up to 0.50% of the management fee on cash and cash equivalents held in the Fund. For model portfolio services, Meketa Capital receives compensation as a percentage of assets, which is negotiable and varies depending on the specific model offered. These fees are generally paid by the platform hosting the models.
Location
250 Fillmore Street, Suite 425, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason is involved in business development for Meketa Capital and Primark Capital, focusing on raising assets for investment. He dedicates a full-time commitment to each of these roles.
Employment History
Current Registrations
Meketa Capital, LLC
Foreside Financial Services, LLC
Foreside Financial Services, LLCBroker
Previous Registrations
Forum Capital Advisors LLC
Foreside Fund Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Invest Financial CorporationBroker
Investment Centers of America, INC.Broker
National Planning CorporationBroker
Sii Investments, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.