Unclaimed Profile

John Jason Click

MEEDER ADVISORY SERVICES, INC·DUBLIN, Ohio

SIE, Series 6, Series 7, Series 63CFPClean record20 years registeredMEEDER ADVISORY SERVICES, INC

6125 MEMORIAL DR, DUBLIN, OH 43017CRD# 3060649Firm CRD# 106814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Jason Click · DUBLIN, OH

Registration

CRD #3060649 · MEEDER ADVISORY SERVICES, INC · 20 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Apr 2024 – present

MEEDER PUBLIC FUNDS, INC.

Feb 2021 – present

MEEDER ASSET MANAGEMENT, INC.

Dec 2009 – present

MEEDER ADVISORY SERVICES, INC.

Dec 2009 – May 2021

DUBLIN, OH

ONE COMPASS ADVISORS

Jan 2006 – Jan 2009

JEFFERSONVILLE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · January 25, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEEDER ADVISORY SERVICES, INC

CRD 106814 · SEC 801-40023

AUM

$1.4B

Regulatory assets under management

Employees

3,713 client accounts

Services offered by MEEDER ADVISORY SERVICES, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MEEDER ADVISORY SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does John Jason Click offer?

John Jason Click specializes in Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are John Jason Click's credentials?

John Jason Click holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Jason Click located?

John Jason Click is based in DUBLIN, Ohio, working with MEEDER ADVISORY SERVICES, INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does John Jason Click charge for services?

John Jason Click'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 MEEDER ADVISORY SERVICES, INC?

MEEDER ADVISORY SERVICES, INC has approximately 52 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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