JH
JH

Jason Dale Headings

20 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
429 clients
Average Client Portfolio
$138.1M average
Assets Under Management
$59.3B

Fee Structure

Financial Planning:Investment management only
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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 Activities

Jason owns rental property in Sevierville, TN since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Meeder Public Funds, INC.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Meeder Distribution Services, INC.Broker
May 2007 - July 2021 · 14 yrs 2 mos
PFS Investments INC.Broker
July 2004 - October 2006 · 2 yrs 3 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Jason Dale Headings - Financial Advisor | TrueAdvisor