Jason Dale Headings

Meeder Public Funds, INC.

20 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Meeder Public Funds, INC.

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

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.

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.