JC
CFP
JC
CFP

John Jason Click

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

6125 Memorial Drive, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John has investment-related ownership in J4 Holdings One, LLC, dedicating minimal time to oversight duties. He also serves as Senior Vice President and shareholder at Meeder Investment Management, Inc., dedicating about two-thirds of his time to this role. John also offers insurance as a broker or agent through numerous insurance companies.

Employment History
Current Registrations
Summit Financial, LLC
April 2024 - Present · 1 yr 10 mos
Meeder Public Funds, INC.
February 2021 - Present · 5 yrs
Meeder Asset Management, INC.
December 2009 - Present · 16 yrs 2 mos
Previous Registrations
Meeder Advisory Services, INC.
December 2009 - May 2021 · 11 yrs 5 mos
Meeder Distribution Services, INC.Broker
May 2009 - October 2021 · 12 yrs 5 mos
One Compass Advisors
January 2006 - January 2009 · 3 yrs
New Covenant Funds Distributor, INC.Broker
July 2004 - January 2009 · 4 yrs 6 mos
Bisys Fund Services Limited PartnershipBroker
July 2004 - June 2005 · 11 mos
Banc One Securities CorporationBroker
January 2004 - April 2004 · 3 mos
Robert W. Baird & CO. IncorporatedBroker
January 2000 - January 2002 · 2 yrs
Northwestern Mutual Investment Services, LLCBroker
September 1999 - August 2003 · 3 yrs 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
John Jason Click - Financial Advisor | TrueAdvisor