Jodi Karambela, financial advisor Modesto CA
96 score

Jodi Karambela

CRD Number: 3155929
Current Firm: Integral Investment Advisors, Inc.

Jodi Karambela (CRD# 3155929) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 18 years of experience in the finance industry. Jodi Karambela has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Integral Investment Advisors, Inc. Modesto, CA Apr 2008 - Current 9
Charles Schwab Bank N.a. Modesto, CA Feb 2005 - May 2008 3
Charles Schwab & Company, Inc. Modesto, CA Oct 1998 - May 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Jodi A. Karambela
Phone Number: 209-338-5570
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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