Career
Jeffrey Fox has been President of Palmer Square Capital Management since March 2020. Jeffrey Fox is a control person of the firm and directly owns under 5% of it. Jeffrey Fox holds a Master of Science in Computer Information Systems from Arizona State University and a Bachelor of Science in Geology from Northern Arizona University.
Palmer Square Capital Management LLC is a Mission Woods, KS firm with $25.6B under management, 159 clients and 33 advisers across 3 offices, as of its September 2026 filing.
Jeffrey Fox is Palmer Square’s president with responsibilities for its structured credit and CLO platform; earlier he held roles at Sandler O’Neill, Societe Generale and JPMorgan/Bear Stearns.
No adviser firm registrations are on Jeffrey Fox’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 July 2006 |
| Series 7 | General Securities Representative Examination | 28 March 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jeffrey Doerr Fox
- CRD
- 4989750
- Firm bio
- palmersquarecap.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jeffrey Fox work?
Jeffrey Fox has been President of Palmer Square Capital Management LLC since March 2020, and is a control person of the firm.
Does Jeffrey Fox have a current investment-adviser registration?
Jeffrey Fox has no current investment-adviser or broker registration.
What exams has Jeffrey Fox passed?
Jeffrey Fox has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 2006. FINRA credited Jeffrey Fox with the SIE, which began in October 2018.