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John Jason Click
Jason Click
CRD#: 3060649
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Investment Adviser
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Previous Broker
SUMMIT FINANCIAL, LLCCRD#: 299322 6135 MEMORIAL DRIVE
SUITE 103
DUBLIN, OH 43017
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2009 - 2021 (12 years)IASUMMIT FINANCIAL, LLC (CRD# 299322)2024 - Present (<1 year)IAMEEDER PUBLIC FUNDS, INC. (CRD# 106816)2021 - Present (3 years)IAMEEDER ASSET MANAGEMENT, INC. (CRD# 105794)2009 - Present (15 years)BNEW COVENANT FUNDS DISTRIBUTOR... (CRD# 37465)2004 - 2009 (4 years)BBISYS FUND SERVICES LIMITED PA... (CRD# 15634)2004 - 2005 (<1 year)BBANC ONE SECURITIES CORPORATION (CRD# 16999)2004 - 2004 (<1 year)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)1999 - 2003 (3 years)BROBERT W. BAIRD & CO. INCORPORATED (CRD# 8158)2000 - 2002 (2 years)IAONE COMPASS ADVISORS (CRD# 112029)2006 - 2009 (3 years)
License(s)

State Registrations

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Alaska 12/18/2024

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New Hampshire 10/23/2024

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Arizona 6/11/2024

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New Mexico 3/17/2021

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California 2/25/2021

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New York 10/23/2024

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Colorado 10/23/2024

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Ohio 12/11/2009

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Hawaii 5/20/2024

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Oklahoma 10/23/2024

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Idaho 9/4/2024

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Oregon 5/20/2024

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Illinois 2/25/2021

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Pennsylvania 2/25/2021

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Indiana 10/23/2024

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South Carolina 7/16/2024

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Kentucky 12/18/2024

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Texas 2/25/2021

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Louisiana 2/25/2021

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Utah 8/16/2022

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Maine 10/23/2024

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Virginia 5/20/2024

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Michigan 2/25/2021

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Washington 5/20/2024

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Minnesota 12/1/2022

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Wisconsin 2/25/2021

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Missouri 10/23/2024

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Wyoming 2/11/2022

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Nevada 3/8/2021

Current Registration(s)
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SUMMIT FINANCIAL, LLC (CRD#:299322)
6135 MEMORIAL DRIVE SUITE 103, DUBLIN, OH 43017
Registered with this firm since 4/4/2024

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MEEDER PUBLIC FUNDS, INC. (CRD#:106816)
6125 MEMORIAL DRIVE, DUBLIN, OH 43017
Registered with this firm since 2/25/2021

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MEEDER ASSET MANAGEMENT, INC. (CRD#:105794)
6125 MEMORIAL DRIVE, DUBLIN, OH 43017
Registered with this firm since 12/11/2009

Previous Registration(s)
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05/13/2009 - 10/01/2021 MEEDER DISTRIBUTION SERVICES, INC. (CRD#:36773) DUBLIN, OH
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12/11/2009 - 05/10/2021 MEEDER ADVISORY SERVICES, INC. (CRD#:106814) DUBLIN, OH
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01/25/2006 - 01/02/2009 ONE COMPASS ADVISORS (CRD#:112029) JEFFERSONVILLE, IN
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07/15/2004 - 01/02/2009 NEW COVENANT FUNDS DISTRIBUTOR, INC. (CRD#:37465) JEFFERSONVILLE, IN
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07/15/2004 - 06/03/2005 BISYS FUND SERVICES LIMITED PARTNERSHIP (CRD#:15634) PORTLAND, ME
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01/21/2004 - 04/26/2004 BANC ONE SECURITIES CORPORATION (CRD#:16999) CHICAGO, IL
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09/17/1999 - 08/18/2003 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) MILWAUKEE, WI
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01/07/2000 - 01/01/2002 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) MILWAUKEE, WI
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.