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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-04-05
  • OH RA
    APPROVED
    Since 2024-04-05

Branch Locations

6135 Memorial Drive Suite 103, Dublin, OH 43017 • United States

Meeder Public Funds, Inc.

6125 Memorial Drive, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-02-25
  • OH RA
    APPROVED
    Since 2021-02-25

Branch Locations

6125 Memorial Drive, Dublin, OH 43017 • United States

Meeder Asset Management, Inc.

6125 Memorial Drive, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2009-12-11
  • OH RA
    APPROVED
    Since 2009-12-11

Branch Locations

6125 Memorial Drive, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meeder Asset Management, Inc. Dublin OH 04/2009 Present
Summit Financial, Llc Parsippany NJ 04/2024 Present
Previous Registrations
Other Businesses

(1) J4 Holdings One, LLC. 1188 S. High Street, Columbus, OH. Investment related ownership in company engaged in purchase of real estate for rental and investment purposes. Beginning November, 2008, 1 hour per month, 0 during securities business hours. Limited oversight duties for third-party property management firm. (2) Meeder Investment Management, Inc.: Investment-related; Investment advisory business; Senior Vice President and shareholder in the company; www.meederinvestment.com; President, Meeder Public Funds; Duties: Management; Address: 6125 Memorial Drive, Dublin OH 43017; Start: April, 2009; 100 hours per month devoted to this outside activity; 100 hours during securities trading hours. (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Click Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-30
  • S63 Uniform Securities Agent State Law Examination
    2001-08-30
Designations
Other Names
  • Jason Click

View on SEC IAPD

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