Jason Headings is a registered investment advisor at Meeder Public Funds, INC., based in Dublin, OH, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 447 clients with $64B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meeder Public Funds charges fees based on a percentage of the assets they manage. The specific fee is negotiable and depends on factors like the types of investments, the size of the portfolio, and the client relationship. For some clients, they offer flat fee arrangements. Fees are typically calculated and billed monthly, but quarterly billing is available.
Location
6125 Memorial Drive, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason owns rental property in Sevierville, TN since 2019. He spends minimal time on this activity.
Employment History
Current Registrations
Meeder Public Funds, INC.
Previous Registrations
Meeder Distribution Services, INC.Broker
PFS Investments INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.