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James Wayne Mccourt

Meeder Public Funds, Inc.

Dublin, OH

CRD 7353065

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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:

Current Employers
Meeder Public Funds, Inc.

6125 Memorial Drive, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-10-07
OH RA APPROVED 2021-03-30
  • CA RA
    APPROVED
    Since 2021-10-07
  • OH RA
    APPROVED
    Since 2021-03-30

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 Public Funds, Inc. Dublin OH 11/2018 Present
United American Capital Corporation Worthington OH 06/2008 11/2018
  • 11/2018 → Present
    Meeder Public Funds, Inc.
    Dublin, OH
  • 06/2008 → 11/2018
    United American Capital Corporation
    Worthington, OH
Designations
  • Chartered Financial Analyst
Other Names
  • Jim Mccourt

View on SEC IAPD

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Nearby Investors

WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik

Nearby Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH

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