James Morton (CRD# 7114990) is an Investment Advisor Representative working at Meeder Advisory Services, Inc. in Dublin, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meeder Investment Management, Inc. | United States, OH | Jun 2021 - Current | 2 |
| Huntington National Bank | Carmel, IN | Aug 2020 - May 2021 | < 1 |
| United States Navy | Newport, RI | May 2020 - Jul 2020 | < 1 |
| Eppings On Eastside | Lexington, KY | Feb 2020 - May 2020 | < 1 |
| University Of Kentucky | Lexington, KY | Aug 2015 - May 2020 | 4 |
| Nick Ryans | Lexington, KY | Aug 2017 - Mar 2020 | 2 |
| Cetera Investors | Lexington, KY | May 2019 - Sep 2019 | < 1 |
| Idle Hour Country Club | Lexington, KY | May 2016 - Aug 2017 | 1 |
| Publix | Murfreesboro, TN | Sep 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- OH
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Total Assets Under Management1,442MILLIONS
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Total Number of Accounts3,713ACCOUNTS
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Average Account Value$388,462
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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