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President · PDS Planning Inc

Jamie P. Menges

CRD 4249232 · Named on Form ADV at one SEC-registered adviser

At a glance

PDS Planning Inc, an SEC-registered wealth manager based in Dublin, OH with $2.2 billion in regulatory assets, lists Jamie P. Menges on its Form ADV as President, a control person.

Firms and roles

  • PDS Planning IncPresidentWealth manager · Dublin, OH · $2.2B in regulatory assets

AtlasMembers

Jamie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Rita M ItsellVice-President, PDS Planning Inc
  • Kurt M BrownSecretary-Treasurer, Chief Compliance Officer, Chief Investment Officer, PDS Planning Inc
  • James A. RogersAssistant Secretary-Treasurer, PDS Planning Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jamie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.