Jamie Paul Menges
Investment adviser representative at Pds Planning Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Pds Planning, Inc.Feb 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pds Planning Inc
$2.2BAssets managed
614Clients
10Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4249232
- Firm CRD
- 106895