AdvisorOS Directory
Claim Profile
JM

Jamie Paul Menges

PDS PLANNING INC·DUBLIN, Ohio
Unclaimed Profile
475 METRO PLACE S., DUBLIN, OH 43017CRD# 4249232Firm CRD# 106895
01

About

Jamie Paul Menges is a registered financial advisor based in DUBLIN, Ohio, affiliated with PDS PLANNING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PDS PLANNING INC
PDS PLANNING INC
AUM
$1.4B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PDS PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4249232
Firm CRD# 106895
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DUBLIN?

Browse all registered financial advisors in DUBLIN, Ohio or claim this profile if it's yours.

Browse DUBLIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jamie Paul Menges offer?
Jamie Paul Menges specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Jamie Paul Menges's credentials?
Jamie Paul Menges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Paul Menges located?
Jamie Paul Menges is based in DUBLIN, Ohio, working with PDS PLANNING INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Jamie Paul Menges charge for services?
Jamie Paul Menges's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PDS PLANNING INC?
PDS PLANNING INC has approximately 16 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DUBLIN
Richard Donald Nadler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCBruce Edward Mckibben — MEEDER ADVISORY SERVICES, INCJanine Jennifer Keeler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCMark Shary — TAMARIND HILL INVESTMENT MANAGEMENT, LLCAndrew Paul Keeler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile