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RIA / WealthAdvisor26 years in industry

JASON MARK WILLIAMS

Advisor at MEEDER PUBLIC FUNDS, INC.

DUBLIN, OH

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Search this name across graphsid dfx:ria:c2347294-ebb2-bf1f-dc9a-9b1109b79976

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 18, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEEDER PUBLIC FUNDS, INC.
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 8, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 7
Exams: S63|S66
First exam: Nov 8, 1999
First registration: Mar 18, 2002
Dual registered: no
IAPD individual key: 4046477

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEEDER PUBLIC FUNDS, INC.	Institutional manager	Feb 27, 2026	n/a	yes	DUBLIN, OH	Current employment
MORETON ASSET MANAGEMENT, LLC	Former SEC adviser	May 16, 2019	Apr 10, 2026	no	FARMINGTON, UT	Previous registration
MORETON ASSET MANAGEMENT, LLC	Former SEC adviser	Mar 12, 2012	Dec 31, 2018	no	FARMINGTON, UT	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Sep 2, 2009	Mar 6, 2012	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
ZIONS BANK LIQUID ASSET MANAGEMENT	n/a	Aug 19, 2009	Dec 31, 2009	no	SALT LAKE CITY, UT	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Jan 8, 2007	Aug 17, 2009	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
ZIONS DIRECT, INC.	n/a	Oct 21, 2003	Dec 31, 2006	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 18, 2002	Jul 15, 2003	no	MERRIMACK, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORETON ASSET MANAGEMENT, LLC	MEEDER PUBLIC FUNDS, INC.	Apr 10, 2026	Feb 27, 2026	-42	Firm change after gap	Other
ZIONS CAPITAL ADVISORS, INC.	MORETON ASSET MANAGEMENT, LLC	Mar 6, 2012	Mar 12, 2012	6	Firm change	Other
ZIONS BANK LIQUID ASSET MANAGEMENT	ZIONS CAPITAL ADVISORS, INC.	Dec 31, 2009	Sep 2, 2009	-120	Firm change after gap	Other
ZIONS CAPITAL ADVISORS, INC.	ZIONS BANK LIQUID ASSET MANAGEMENT	Aug 17, 2009	Aug 19, 2009	2	Firm change	Other
ZIONS DIRECT, INC.	ZIONS CAPITAL ADVISORS, INC.	Dec 31, 2006	Jan 8, 2007	8	Firm change	Other
STRATEGIC ADVISERS LLC	ZIONS DIRECT, INC.	Jul 15, 2003	Oct 21, 2003	98	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133417:106816:UT:2026-04-10	Apr 10, 2026	Feb 27, 2026	FARMINGTON, UT	Firm change after gap

Relationships

Registered with (6)

→ MEEDER PUBLIC FUNDS, INC.Registered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ MORETON ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 16, 2019 to Apr 10, 2026factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 2, 2009 to Mar 6, 2012factForm ADV
→ ZIONS BANK LIQUID ASSET MANAGEMENTRegistered adviserregistration: previous registration
Aug 19, 2009 to Dec 31, 2009factForm ADV
→ ZIONS DIRECT, INC.Registered adviserregistration: previous registration
Oct 21, 2003 to Dec 31, 2006factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 18, 2002 to Jul 15, 2003factForm ADV

Dated events

Occurred
Apr 10, 2026
Advisor changed firm
Jason Mark Williams left Moreton Asset Management, Llc for Meeder Public Funds, Inc. (registered 2026-02-27)
Form ADVobserved 5 days ago