Jason Dale Headings

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

• 01/2016 → Present
  Meeder Public Funds, Inc.
  Dublin, OH

Other Businesses

Investment Related Owner of Rental Property located in Sevierville, TN as of 6/2019. Less than 10 Non-Trading Hours Per Month Devoted to the Business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-30