James Wayne Mccourt
CFAProfessional Summary
James Wayne Mccourt, CFA, who also goes by Jim Mccourt, is a registered financial advisor currently at MEEDER PUBLIC FUNDS, INC. located in Dublin, Ohio. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jim Mccourt
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
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.
Contact Information
Main Address
6125 Memorial Drive, Dublin, OH 43017Mailing Address
P.o. Box 7177, Dublin, OH 43017Phone Number
(866) 633-3371# of Employees
77SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
954AUM (Assets Under Management)
$70,162,169,136Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2025 | Cover Page | Report |
| 08/26/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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.
State Registrations and Notice Filings
(10/7/2021)
(3/30/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Wayne Mccourt's CRS (Customer Relationship Summary).
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