John J. Click

MEEDER ASSET MANAGEMENT

Dublin, OH 43017

Some features on this profile are disabled

CRD#: 3060649

Professional summary

John Jason Click, CFP®, who also goes by Jason Click, is a registered financial advisor currently at MEEDER ASSET MANAGEMENT, INC. located in Dublin, Ohio and MEEDER PUBLIC FUNDS, INC. located in Dublin, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Click

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) J4 Holdings One, LLC. 1188 S. High Street, Columbus, OH. Investment related ownership in company engaged in purchase of real estate for rental and investment purposes. Beginning November, 2008, 1 hour per month, 0 during securities business hours. Limited oversight duties for third-party property management firm. (2) Meeder Investment Management, Inc.: Investment-related; Investment advisory business; Senior Vice President and shareholder in the company; www.meederinvestment.com; President, Meeder Public Funds; Duties: Management; Address: 6125 Memorial Drive, Dublin OH 43017; Start: April, 2009; 100 hours per month devoted to this outside activity; 100 hours during securities trading hours. (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Click Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Jason Click's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

December 11, 2009 - Present

MEEDER ASSET MANAGEMENT, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017

RIA

CRD#: 105794

Dublin, OH

Current

February 25, 2021 - Present

MEEDER PUBLIC FUNDS, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017

RIA

CRD#: 106816

Dublin, OH

Current

April 4, 2024 - Present

SUMMIT FINANCIAL, LLC

Office #1: 6135 Memorial Drive Suite 103, Dublin, OH 43017

RIA

CRD#: 299322

DUBLIN, OH

Past

December 11, 2009 - May 10, 2021

MEEDER ADVISORY SERVICES, INC.

RIA

CRD#: 106814

DUBLIN, OH

Past

May 13, 2009 - October 1, 2021

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773

DUBLIN, OH

Past

January 25, 2006 - January 2, 2009

ONE COMPASS ADVISORS

RIA

CRD#: 112029

JEFFERSONVILLE, IN

Past

July 15, 2004 - June 3, 2005

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

July 15, 2004 - January 2, 2009

NEW COVENANT FUNDS DISTRIBUTOR, INC.

CRD#: 37465

JEFFERSONVILLE, IN

Past

January 21, 2004 - April 26, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

January 7, 2000 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

September 17, 1999 - August 18, 2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(12/11/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/16/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6125 Memorial Drive, Dublin, OH 43017

Mailing Address

P.o. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEEDER PUBLIC FUNDS, INC. - 2025 BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 59,252,706,118

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2024	Cover Page	Report
10/27/2023	Cover Page	Report

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.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John J. Click

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Jason Click's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER PUBLIC FUNDS, INC.

SUMMIT FINANCIAL, LLC

MEEDER ADVISORY SERVICES, INC.

MEEDER DISTRIBUTION SERVICES, INC.

ONE COMPASS ADVISORS

FORESIDE DISTRIBUTION SERVICES, L.P.

NEW COVENANT FUNDS DISTRIBUTOR, INC.

BANC ONE SECURITIES CORPORATION

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MEEDER PUBLIC FUNDS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2002

Series 6

Date: 9/16/1999

Current Firm

MEEDER PUBLIC FUNDS, INC.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MEEDER PUBLIC FUNDS, INC.

TRUST BUT VERIFY

Similar Advisors