James
Morton
Meeder Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
James Morton is a financial advisor based in Dublin, Ohio, working with Meeder Advisory Services, Inc. James has previously held positions at Meeder Investment Management, Inc, Huntington National Bank, United States Navy, Eppings On Eastside, Nick Ryans, Cetera Investors, Idle Hour Country Club, Publix, and University Of Kentucky. James has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, James is part of Meeder Advisory Services, Inc, which operates out of Dublin, Ohio. The firm has 52 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Meeder Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Meeder Advisory Services, Inc Brokerage Details
$1,442,357,951
52
3,713
$388,462
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Morton Work History
Meeder Investment Management, Inc
Huntington National Bank
United States Navy
Eppings On Eastside
Cetera Investors
Nick Ryans
Idle Hour Country Club
University Of Kentucky
Publix
Disclosures
Please visit the SEC profile of James Morton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meeder Advisory Services, Inc
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
