Jodie Blair (CRD# 7852983) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tyler Wealth Management LLC | Southlake, TX | Dec 2023 - Current | < 1 |
| Self Employed | Fort Collins, CO | May 2021 - Current | 2 |
| Aveda Institute Denver | Denver, CO | Jun 2020 - Jul 2021 | 1 |
| Unemployed | Fort Collins, CO | Oct 2019 - Jun 2020 | < 1 |
| Unemployed | Watsonville, CA | May 2019 - Oct 2019 | < 1 |
| H&r Block | Santa Cruz, CA | Jan 2018 - Apr 2019 | 1 |
| Starbucks | Scotts Valley, CA | May 2018 - Sep 2018 | < 1 |
| Cabrillo College | Aptos, CA | Sep 2016 - May 2018 | 1 |
| Magic Marketing Inc. | Santa Cruz, CA | Sep 2016 - Mar 2018 | 1 |
| H&r Block | Scotts Valley, CA | Jan 2017 - Apr 2017 | < 1 |
| Caleb Lawrence Ria | Scotts Valley, CA | Feb 2016 - Aug 2016 | < 1 |
| Student | Santa Cruz, CA | Sep 2012 - Jun 2016 | 3 |
| Scotts Valley Market | Scotts Valley, CA | Sep 2015 - Oct 2015 | < 1 |
| Vocera Communications, Inc. | San Jose, CA | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CO
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$113,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, ID, MT, NJ, OK, TX
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