Jason CFP

President, Public Funds and President, Wealth Management at Meeder Investment Management - Dublin, OH, US

Jason CFP's Colleagues at Meeder Investment Management
Dan North

Director of Finance

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Justin Dumke

Director of Operations

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David CFA

Director of Business Process Optimization

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Ryan Johnson

senior wealth management advisor

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Jim BFATM

Senior Regional Investment Consultant

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Stephan Woods

Associate Manager of Fund Accounting

Contact Stephan Woods

Mike Kloack

Senior Public Funds Advisor

Contact Mike Kloack

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Jason CFP's Contact Details
Email (Verified)
***@meederinvestment.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
866-633-3371
Location
Company
Meeder Investment Management
Jason CFP's Company Details
Meeder Investment Management logo, Meeder Investment Management contact details

Meeder Investment Management

Dublin, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Meeder Investment Management has been helping clients successfully reach their financial goals since the firm's inception in 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder Investment Management operates as the parent entity to affiliated registered investment advisers Meeder Asset Management, Inc., Meeder Advisory Services, Inc., and Meeder Public Funds, Inc. Meeder Funds are distributed by Meeder Distribution Services, Inc., a broker-dealer affiliate of Meeder Investment Management. Meeder Asset Management, Inc., serves as the investment adviser to Meeder Funds and affiliated entity Mutual Fund Services Company serve as the administrator, accountant, and transfer agent for the Meeder Funds.

Mutual Funds Retirement Portfolios Asset Allocation Cash Management Separately Managed Accounts Defensive Investing Tactical Asset Allocation Asset Management Public Funds Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management Investment Banking Asset Management Finance
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Frequently Asked Questions about Jason CFP
Jason CFP currently works for Meeder Investment Management.
Jason CFP's role at Meeder Investment Management is President, Public Funds and President, Wealth Management.
Jason CFP's email address is ***@meederinvestment.com. To view Jason CFP's full email address, please signup to ConnectPlex.
Jason CFP works in the Investment Management industry.
Jason CFP's colleagues at Meeder Investment Management are Dan North, Justin Dumke, David CFA, Ryan Johnson, Jim BFATM, Stephan Woods, Mike Kloack and others.
Jason CFP's phone number is 866-633-3371
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