Jodi Gilbert (CRD# 4427278) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has 1 year of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Colchester, VT | Jul 2022 - Current | 1 |
| Champlain Valley School District | Hinesburg, VT | Aug 2020 - Jun 2022 | 1 |
| Green Mountain Surgery Center | Colchester, VT | Sep 2019 - Aug 2020 | < 1 |
| Unemployed | Jericho, VT | Oct 2018 - Aug 2019 | < 1 |
| Northwestern Medical Center | Saint Albans, VT | Mar 2018 - Sep 2018 | < 1 |
| University Of Vermont Medical Center | Burlington, VT | Jun 2017 - Mar 2018 | < 1 |
| Vermont Technical College | Williston, VT | Jun 2015 - Jun 2017 | 2 |
| Ropes And Gray | Boston, MA | Oct 2014 - Jun 2015 | < 1 |
| Bain Capital | Boston, MA | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- VT
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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