Jodee Deutsch, financial advisor Folsom CA

Jodee Deutsch

CRD Number: 2693335
Current Firm: Allworth Financial, LP

Jodee Deutsch (CRD# 2693335) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Allworth Financial Cincinnati, OH Sep 2021 - Current 2
Aw Securities Cincinnati, OH Sep 2021 - Current 2
Horan Securities, Inc. Cincinnati, OH Aug 2018 - Sep 2021 3
Unemployed Loveland, OH Apr 2018 - Aug 2018 < 1
Ohio National Equities Inc. Cincinnati, OH Sep 2016 - Apr 2018 1
Ohio National Financial Services Cincinnati, OH Aug 2016 - Apr 2018 1
Unemployed Cincinnati, OH Jan 2015 - Aug 2016 1
Woodbury Financial Services, Inc. Oakdale, MN Jan 2013 - Jan 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Jodee F. Deutsch
Phone Number: 916-482-2196
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    19,314
    MILLIONS
  • Total Number of Accounts
    66,085
    ACCOUNTS
  • Average Account Value
    $292,255
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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