John Click, financial advisor Dublin OH
96 score

John Click

CRD Number: 3060649
Current Firm: Meeder Investment Management, Inc.

John Click (CRD# 3060649) is an Investment Advisor Representative working at Meeder Investment Management, Inc. in Dublin, OH and has over 15 years of experience in the finance industry. John Click 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Meeder Financial, Inc. Dublin, OH Apr 2009 - Current 7
Meeder Advisory Services, Inc. Dublin, OH Apr 2009 - Current 7
New Covenant Funds Dist., Inc. Columbus, OH Jul 2004 - Dec 2008 4
Ncf Investment Department Of New Covenant Trust Company, N.a. Jeffersonville, IN Jul 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
Contact Info for John J. Click
Phone Number: 614-766-7000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,320
    MILLIONS
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $18,999,239
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, KS, MO, NE, OH, PA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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