Jack Henry Dana
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
12 yearsExperience
3 statesRegistered in
$25.9BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Mdt Advisers, A Division of Federated Mdta LLCSep 2025 to now
- Federated Global Investment Management CorpSep 2025 to now
- Federated Investment CounselingSep 2025 to now
- Federated Hermes Inc.Jun 2025 to now
- Federated Securities Corp.Jun 2025 to now
- Wvu Student Managed Investment FundAug 2024 to May 2025
- UnemployedJul 2024 to Aug 2024
- Wvu Student Recreation CenterAug 2023 to Jun 2024
- Northwestern MutualMay 2023 to Mar 2024
- UnemployedApr 2023 to May 2023
- Wegmans' Bayou Louisiana KitchenMay 2022 to Mar 2023
- West Virginia UniversityAug 2021 to May 2025
- DoordashFeb 2021 to Mar 2021
- UnemployedNov 2020 to May 2022
- Brookfield Country ClubJun 2020 to Oct 2020
- Dana Inspection ServicesSep 2018 to Aug 2021
- Roswell High SchoolAug 2017 to May 2021
- Crabapple Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (IL, MA, NY).
Mdt Advisers, A Division of Federated Mdta LLC
Legal name: Federated Mdta LLC
$25.9BAssets managed
2,360Clients
210Advisers
28 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
- 7725763
- Firm CRD
- 109355