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JH

Jordan C. Hansen

MORETON ASSET MANAGEMENT
Farmington, UT 84025
Some features on this profile are disabled
CRD#: 5216490
JH

Professional summary

Jordan Christopher Hansen, who also goes by Jordan C Hansen, is a registered financial advisor currently at MORETON ASSET MANAGEMENT, LLC located in Farmington, Utah and MEEDER PUBLIC FUNDS, INC. located in Dublin, Ohio.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jordan has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan C Hansen

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 Jordan Christopher Hansen'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®
None

Experience

Current

May 16, 2019 - Present

MORETON ASSET MANAGEMENT, LLC

Office #1: 40 N 100 E, Farmington, UT 84025
RIA
CRD#: 133417
Farmington, UT
Current

February 27, 2026 - Present

MEEDER PUBLIC FUNDS, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017
RIA
CRD#: 106816
Dublin, OH
Past

October 15, 2013 - December 31, 2019

MORETON CAPITAL MARKETS, LLC

BD
CRD#: 132643
SALT LAKE CITY, UT
Past

March 12, 2012 - December 31, 2018

MORETON ASSET MANAGEMENT, LLC

RIA
CRD#: 133417
SALT LAKE CITY, UT
Past

September 2, 2009 - March 6, 2012

ZIONS CAPITAL ADVISORS, INC.

RIA
CRD#: 131308
SALT LAKE CITY, UT
Past

August 19, 2009 - December 31, 2009

ZIONS BANK LIQUID ASSET MANAGEMENT

RIA
CRD#: 150805
SALT LAKE CITY, UT
Past

January 11, 2008 - August 17, 2009

ZIONS CAPITAL ADVISORS, INC.

RIA
CRD#: 131308
SALT LAKE CITY, UT
Past

November 1, 2006 - March 6, 2012

ZIONS DIRECT, INC.

BD
CRD#: 17776
SALT LAKE CITY, UT

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".
MP
MEEDER PUBLIC FUNDS, INC.
MEEDER INVESTMENT MANAGEMENT, INC. | UNITED AMERICAN CAPITAL | UACC | PRODUCTIVE PORTFOLIOS, INC. | PRODUCTIVE CAPITAL MANAGEMENT, INC. | PRODUCTIVE CAPITAL MANAGEMENT INC | PATTERSON & ASSOCIATES | 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
Arizona
(12/13/2019)
IAR
Colorado
(5/16/2019)
IAR
Idaho
(5/16/2019)
IAR
Montana
(5/16/2019)
IAR
Nevada
(5/30/2019)
IAR
Utah
(5/16/2019)
IAR
Washington
(5/16/2019)
IAR
Wyoming
(5/16/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/20/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/31/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/19/2015
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/28/2015
General Securities Principal Examination

Current Firm

MP
MEEDER PUBLIC FUNDS, INC.
MEEDER INVESTMENT MANAGEMENT, INC. | UNITED AMERICAN CAPITAL | UACC | PRODUCTIVE PORTFOLIOS, INC. | PRODUCTIVE CAPITAL MANAGEMENT, INC. | PRODUCTIVE CAPITAL MANAGEMENT INC | PATTERSON & ASSOCIATES | MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA
Registered Investment Advisory firm - (8/6/1990 Approved)
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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
71

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

MEEDER PUBLIC FUNDS, INC. - 2025 BROCHURE (2/20/2026)

Regulatory assets under management

Total Number of Accounts803
AUM (Assets Under Management)$ 64,127,328,398

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/17/2025
Cover Page
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.

Company Information

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816Farmington, UT 84025

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