DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Jason Click
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jason Click
At current firm
16 y
since Dec 11, 2009
In the industry
25 y
since Aug 30, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
3
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Summit Financial, LLC BD affiliated currentsince Apr 5, 2024 · Dublin, Oh
- Meeder Public Funds, Inc. institutional currentsince Feb 25, 2021 · Dublin, Oh
- Meeder Asset Management, Inc. asset manager currentsince Dec 11, 2009 · Dublin, Oh
- Meeder Advisory Services, Inc. independent RIADec 11, 2009 to May 10, 2021 · Dublin, Oh
- One Compass Advisors unclassifiedJan 25, 2006 to Jan 2, 2009 · Jeffersonville, In
Moves
a registration end followed by a registration begin elsewhere
- Meeder Advisory Services, Inc. to Meeder Asset Management, Inc.left May 10, 2021, registered Dec 11, 2009 (-4168 days) · Other
- One Compass Advisors to Meeder Advisory Services, Inc.left Jan 2, 2009, registered Dec 11, 2009 (343 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address