Jamie Menges, financial advisor Columbus OH
103 score

Jamie Menges

CRD Number: 4249232
Current Firm: Pds Planning Inc.
Compensation Model: Fee Only

Jamie Menges (CRD# 4249232) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 14 years of experience in the finance industry. Jamie Menges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
W. Phil Ratcliff, financial advisor Columbus OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Kevin R. Clark, CFP®, CIMA®, financial advisor Columbus OH
Kevin R. Clark, CFP®, CIMA®
CRD# 5173809
Ameriprise Financial Services, Inc.
Score
103
Similar Advisors
Robert Cochran, financial advisor Columbus OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Pds Planning, Inc. Columbus, OH Feb 2013 - Current 6
Investment Partners Ltd Dublin, OH Jun 2007 - Current 11
Commonwealth Financial Network Waltham, MA Jun 2007 - Current 11
Princor Financial Services Des Moines, LA Jul 2000 - Current 18
Principal Life Ins Co Des Moines, IA Jul 2000 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
Contact Info for Jamie P. Menges
By the Numbers
  • Total Assets Under Management
    528
    MILLIONS
  • Total Number of Accounts
    3,020
    ACCOUNTS
  • Average Account Value
    $174,922
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, OH, TX

Ready to hire a financial advisor? Get competitive proposals from Jamie Menges and other advisors.
BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.