Jason Mark Williams

Employer firm

Meeder Public Funds, Inc. CRD 106816

$70.2B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Educational seminars
• CASH MANAGEMENT SERVICES, CASH FLOW ANALYSIS AND ALLOCATION, BANK AND CUSTODIAL REQUEST FOR PROPOSAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 02/2026
  Moreton Asset Management, Llc
  Salt Lake City, UT
• 10/2013 → 12/2019
  Moreton Capital Markets, Llc
  Salt Lake City, UT
• 02/2026 → Present
  Meeder Public Funds, Inc.
  Dublin, OH

Previous Registrations

• 2019-05-16 → 2026-04-10
  Moreton Asset Management, Llc
  Farmington, UT
• 2012-03-12 → 2018-12-31
  Moreton Asset Management, Llc
  Farmington, UT
• 2009-09-02 → 2012-03-06
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
• 2009-08-19 → 2009-12-31
  Zions Bank Liquid Asset Management
  Salt Lake City, UT
• 2007-01-08 → 2009-08-17
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
• 2003-10-21 → 2006-12-31
  Zions Direct, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
• 2002-03-18 → 2003-07-15
  Strategic Advisers Llc
  Merrimack, NH

Other Businesses

Cache Reserves, LLC. Farmington, UT. Non-investment related ownership and management of real estate held for rental income and appreciation. Less than 1 hour per week, none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-25
• S63 Uniform Securities Agent State Law Examination
  1999-11-08