Jody Deel (CRD# 6214522) is an Investment Advisor Representative working at Avantax Advisory Services in Bluefield, VA and has over 10 years of experience in the finance industry.
CRD# 1292788
4 Seasons Advisors
CRD# 3218183
Edward Jones
CRD# 2983010
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deel Financial, Pllc | Roanoke, VA | Jul 2019 - Current | 4 |
| Bluefield | Bluefield, VA | Aug 2015 - Current | 8 |
| Avantax Insurance Agency, LLC | Bluefield, VA | Jan 2015 - Current | 9 |
| Avantax Advisory Services | Bluefield, VA | Feb 2014 - Current | 10 |
| Avantax Investment Services, Inc. | Bluefield, VA | Jun 2013 - Current | 10 |
| Jody L. Deel Cpa, Pllc | Bluefield, VA | Feb 2010 - Current | 14 |
| Deel Financial Pllc | Bluefiled, VA | Feb 2010 - Current | 14 |
| Pemco Corporation | Bluefield, VA | Jun 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- VA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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