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Jayme Sue Fox

Bahl & Gaynor Inc.

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About Jayme Sue Fox

Jayme Sue Fox is a registered representative with Bahl & Gaynor Inc. with over 17 years of experience in the financial industry. Jayme is a registered investment advisor representative in California and Colorado and has Series 7, 24, 66, and SIE licenses. Jayme provides financial planning services, educational seminars, and publishes periodicals for individual and business clients. Jayme also specializes in portfolio management for investment companies.

Firm Information

Jayme Fox is currently registered with Bahl & Gaynor Inc.. Bahl & Gaynor Inc. is a Cincinnati, OH-based investment advisor with over $20 billion in regulatory assets under management. The firm provides a range of services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Bahl & Gaynor caters to a diverse client base including high-net-worth individuals, charitable organizations, corporations, investment companies, and insurance companies. The firm also participates in wrap fee programs.
Bahl & Gaynor Inc.

255 EAST FIFTH STREET

CINCINNATI, OH 45202

$20.23B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jayme Fox’s Registration & Firm History

CO

02/28/2024 - Present

Bahl & Gaynor Inc. (Monument CO)

CO

04/30/2010 - 06/30/2023

ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)

AR

10/07/2005 - 04/20/2010

INVESTMENT PROFESSIONALS, INC. (MOUNTAIN HOME AR)

CA

07/05/2004 - 09/23/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jayme Sue Fox.
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