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James Andrew Morton

Meeder Advisory Services, Inc.

Dublin, OH

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Current Employers
Meeder Advisory Services, Inc.

6125 Memorial Dr, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-08-01
  • OH RA
    APPROVED
    Since 2023-08-01

Branch Locations

6125 Memorial Dr, 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 Advisory Services, Inc. United States OH 06/2021 Present
Huntington National Bank Carmel IN 08/2020 05/2021
United States Navy Newport RI 05/2020 07/2020
Eppings On Eastside Lexington KY 02/2020 05/2020
Nick Ryans Lexington KY 08/2017 03/2020
Cetera Investors Lexington KY 05/2019 09/2019
Idle Hour Country Club Lexington KY 05/2016 08/2017
University Of Kentucky Lexington KY 08/2015 05/2020
  • 06/2021 → Present
    Meeder Advisory Services, Inc.
    United States, OH
  • 08/2020 → 05/2021
    Huntington National Bank
    Carmel, IN
  • 05/2020 → 07/2020
    United States Navy
    Newport, RI
  • 02/2020 → 05/2020
    Eppings On Eastside
    Lexington, KY
  • 08/2017 → 03/2020
    Nick Ryans
    Lexington, KY
  • 05/2019 → 09/2019
    Cetera Investors
    Lexington, KY
  • 05/2016 → 08/2017
    Idle Hour Country Club
    Lexington, KY
  • 08/2015 → 05/2020
    University Of Kentucky
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-31
  • S65 Uniform Investment Adviser Law Examination
    2023-07-31
Other Names
  • James Andrew Morton
  • Drew Morton
  • James A Morton

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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