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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JAMIE PAUL MENGES

Advisor at PDS PLANNING INC

DUBLIN, OH

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Search this name across graphsid dfx:ria:c9bca2ee-5c32-7e90-5a70-0d5114688115

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2003 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: PDS PLANNING INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 8, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 8, 2001
First registration: Jan 30, 2003
Dual registered: no
IAPD individual key: 4249232

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
PDS PLANNING INC	Independent wealth	Mar 6, 2013	n/a	yes	DUBLIN, OH	Current employment
REA WEALTH MANAGEMENT	Independent wealth	Jul 12, 2007	Feb 20, 2013	no	DUBLIN, OH	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jul 2, 2007	Feb 14, 2013	no	DUBLIN, OH	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jan 30, 2003	Jun 29, 2007	no	DUBLIN, OH\|Dublin, OH\|DUBLIN, OH	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
REA WEALTH MANAGEMENT	PDS PLANNING INC	Feb 20, 2013	Mar 6, 2013	14	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	REA WEALTH MANAGEMENT	Feb 14, 2013	Jul 12, 2007	-2,044	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	COMMONWEALTH FINANCIAL NETWORK	Jun 29, 2007	Jul 2, 2007	3	Firm change	Other

Relationships

Registered with (4)

→ PDS PLANNING INCRegistered adviserregistration: current employment
Mar 6, 2013 to presentfactForm ADV
→ REA WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 12, 2007 to Feb 20, 2013factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jul 2, 2007 to Feb 14, 2013factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jan 30, 2003 to Jun 29, 2007factForm ADV

Dated events

No dated event names this entity yet.