Jodi ArellanoCRD Number: 5382216
Current Firm: Cambridge Investment Research Advisors, Inc.
Jodi Arellano (CRD# 5382216) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Riverside, CA and has over 10 years of experience in the finance industry.
Financial Management Network Inc.
Centaurus Financial, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2009 - Current||8|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2009 - Current||8|
|Thrivent Investment Management Inc.||Woodland Hills, CA||Jul 2007 - Oct 2008||1|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2007 - Oct 2008||1|
|Immanuel Lutheran Christian School||Riverside, CA||Sep 2002 - Jul 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops