Jodi JackolaCRD Number: 5619211
Current Firm: Strategic Advisers, Inc.
Jodi Jackola (CRD# 5619211) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenville, DE and has over 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Fidelity Brokerage Services LLC||Jacksonville, FL||Nov 2008 - Current||9|
|First Florida Credit Union||Jacksonville, FL||Oct 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY