Jayme
Fox

Bahl & Gaynor Inc

CRD#4772908
Investment Advisor
in Monument, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jayme Fox is a financial advisor based in Monument, Colorado, working with Bahl & Gaynor Inc. Jayme has previously held positions at Advisors Asset Management, Inc, Bg Is, LLC, and Quasar Distributors, LLC. Jayme has passed the Series 66 regulatory exam and is registered to provide services in California and Colorado. Currently, Jayme is part of Bahl & Gaynor Inc, which operates out of Monument, Colorado. The firm has 1 office and 67 employees. The firm manages assets totaling $18.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bahl & Gaynor Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Monument, CO

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bahl & Gaynor Inc Brokerage Details

Total Assets Under Management

$18,029,870,757

CO Average: $2,106,341,625
Total Number of Employees

67

CO Average: 34
Total Number of Accounts

2,979

CO Average: 1,972
Average Account Size

$6,052,323

CO Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jayme Fox Work History

2023 - Present (1 year)

Bg Is, LLC

2023 - Present (1 year)

Quasar Distributors, LLC

2010 - 2023 (13 years)

Advisors Asset Management, Inc

Disclosures

Please visit the SEC profile of Jayme Fox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bahl & Gaynor Inc

Amy Henegan
Princeton, NJ
Nicolas Werthman
East Lansing, MI
Jeffrey Rosen
Cincinnati, OH
Aaron Krauss
Brookhaven, GA
Chloe Hunt
Cincinnati, OH
Joseph Beshara
Tampa, FL
Jayme Fox
Monument, CO
Steven Mazzuchelli
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started