Jeffrey M. Atwell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Mark Atwell, who also goes by Jeff M. Atwell, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1985. Jeffrey had worked at 10 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 3, 2016 - May 11, 2017
MEEDER ASSET MANAGEMENT, INC.
June 22, 2010 - November 29, 2010
LPL FINANCIAL LLC
April 16, 2001 - March 1, 2010
NATIONWIDE INVESTMENT SERVICES CORPORATION
February 10, 2000 - January 3, 2001
CETERA WEALTH SERVICES, LLC
January 25, 1999 - February 23, 2000
THE ADVISORS GROUP, INC.
August 26, 1991 - August 18, 1992
SIGNAL SECURITIES, INC.
January 9, 1990 - August 30, 1991
TEXAS SECURITIES, INC.
April 27, 1987 - March 9, 1988
SOURCE SECURITIES, INC.
August 27, 1986 - November 21, 1989
MML INVESTORS SERVICES, LLC
April 25, 1986 - September 8, 1986
SOURCE SECURITIES, INC.
December 12, 1985 - May 2, 1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
Primary Firm SEC Registration
MEEDER ASSET MANAGEMENT, INC.
CRD#: 105794 / SEC#: 801-9839
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MEEDER ASSET MANAGEMENT, INC.
CRD#: 105794 / SEC#: 801-9839
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 416 |
| AUM (Assets Under Management) | $ 2,476,415,741 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 08/23/2023 | ||
| 12/22/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
