Jodi Rudd, financial advisor Casper WY
93 score

Jodi Rudd

CRD Number: 6300357
Current Firm: Wells Fargo Clearing Services, LLC

Jodi Rudd (CRD# 6300357) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Casper, WY and has over 3 years of experience in the finance industry. Jodi Rudd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Billings, WY Sep 2017 - Current < 1
Bank Of America, N.a. Casper, WY Sep 2014 - Sep 2017 3
Merrill, Lynch, Pierce, Fenner, & Smith Incorporated Casper, WY Jul 2014 - Sep 2014 < 1
Unemployed Casper, WY Jun 2014 - Jul 2014 < 1
Edward Jones Casper, WY Feb 2014 - Jun 2014 < 1
Unemployed Casper, WY Dec 2013 - Feb 2014 < 1
Nuvasive/impulse Monitoring Casper, WY Sep 2013 - Dec 2013 < 1
Orp Surgical/stryker Casper, WY Mar 2013 - Sep 2013 < 1
Microline Surgical Casper, WY Jul 2012 - Mar 2013 < 1
Wyoming Medical Center Casper, WY Oct 1999 - Mar 2013 13
Community Health Center Of Central Wyoming Casper, WY Mar 2011 - Jul 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jodi M. Rudd
Phone Number: 314-875-3000
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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