Jody RedmannCRD Number: 5460426
Current Firm: Kingsview Asset Management, LLC
Jody Redmann (CRD# 5460426) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Kingsview Asset Management, LLC||Chicago, IL||Oct 2015 - Current||1|
|Edward Jones||St Louis, MO||Mar 2010 - Oct 2015||5|
|Morgan Stanley Smith Barney||Oak Brook, IL||Jun 2009 - Mar 2010||< 1|
|Morgan Stanley||Oak Brook, IL||Nov 2007 - Mar 2010||2|
|Edward Jones||Romeoville, IL||Jan 2003 - Nov 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management187MILLIONS
Total Number of Accounts2,165ACCOUNTS
Average Account Value$86,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, IA, IL, IN, MI, MN, NC, ND, NJ, NM, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI
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