Jamie P. Menges

PDS PLANNING

Dublin, OH 43017

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CRD#: 4249232

Professional summary

Jamie Paul Menges, CFP® is a registered financial advisor currently at PDS PLANNING INC located in Dublin, Ohio.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jamie has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Paul Menges's CRS (Customer Relationship Summary).

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

Start date: 2006

Experience

Current

March 6, 2013 - Present

PDS PLANNING INC

Office #1: 475 Metro Place S. Suite 460, Dublin, OH 43017

RIA

CRD#: 106895

Dublin, OH

Past

July 12, 2007 - February 20, 2013

REA WEALTH MANAGEMENT

RIA

CRD#: 108913

DUBLIN, OH

Past

July 2, 2007 - February 14, 2013

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

DUBLIN, OH

Past

June 29, 2007 - February 14, 2013

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

DUBLIN, OH

Past

January 30, 2003 - June 29, 2007

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DUBLIN, OH

Past

September 14, 2000 - June 29, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DUBLIN, OH

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".

PDS PLANNING INC

CRD#: 106895 / SEC#: 801-33041

RIA

Registered Investment Advisory firm - (10/13/1988 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
(3/6/2013)

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: 3/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/22/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/13/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PDS PLANNING INC

CRD#: 106895 / SEC#: 801-33041

RIA

Registered Investment Advisory firm - (10/13/1988 Approved)

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Contact information

Main Address

475 Metro Place S. Suite 460, Dublin, OH 43017

Mailing Address

P.o. Box 3490, Dublin, OH 43016

Phone number

(614) 481-8449

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PDS PLANNING, INC. 2025 FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	3,320
AUM (Assets Under Management)	$ 1,792,287,557

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/11/2025	Cover Page	Report
10/04/2024	Cover Page	Report
08/14/2023	Cover Page	Report
01/24/2023	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.

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Advisor Monitoring

Firm Stability Insights

Jamie P. Menges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Paul Menges's CRS (Customer Relationship Summary).

Certified licenses

Experience

REA WEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

PDS PLANNING INC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/8/2001

Series 7

Date: 4/22/2004

Series 6

Date: 9/13/2000

Current Firm

PDS PLANNING INC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PDS PLANNING INC

TRUST BUT VERIFY

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