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JH

Joshua P. Hunter

MEEDER ADVISORY SERVICES
Dublin, OH 43017
Some features on this profile are disabled
CRD#: 7790649
JH

Professional summary


Joshua Paul Hunter, who also goes by Josh Hunter, is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joshua has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Josh Hunter

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.
Partner of Dart-Frog Ventures, LLC, 18122 State Route 53, Forest, Ohio. A virtual touring/marketing business since June 2019. Duties include bookkeeping, less than 5 hours a month devoted to the business outside of trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joshua Paul Hunter'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®
None

Experience


Current

January 2, 2024 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017
RIA
CRD#: 106814
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".
MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 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
(1/2/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/18/2023
Uniform Investment Adviser Law Examination

Current Firm


MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 Approved)
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Contact information


Main Address
6125 Memorial Dr, 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
54

SEC notice filing (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management


Total Number of Accounts3,800
AUM (Assets Under Management)$ 2,088,369,039

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 ADVISORY SERVICES, INC.

CRD#: 106814Dublin, OH 43017

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