Jody Zellner, financial advisor Safety Harbor FL
90 score

Jody Zellner

CRD Number: 5359285
Current Firm: Jeffrey Matthews Wealth Management, LLC

Jody Zellner (CRD# 5359285) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jeffrey Matthews Financial Group LLC Florham Park, NJ Jul 2015 - Current 1
Make 3 Safety Harbor Safety Harbor, FL Sep 2014 - Current 2
Safety Harbor Chamber Of Commerce Safety Harbor, FL Oct 2013 - Current 3
Trinity Referral Network Tarpon Springs, FL Mar 2013 - Current 3
Various Insurance Carriers For W & R Insurance Agencies Clearwater, FL May 2012 - Current 4
Waddell & Reed, Inc. Tampa, FL Jul 2011 - Jul 2015 4
Seminole High School Largo, FL Aug 2007 - Jan 2012 4
Chili's Mt. Laurel, NJ Jun 2005 - Jul 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Jody G. Zellner
Phone Number: 888-467-3636
Registered State(s):
  • FL
  • NJ
  • GA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $543,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

AL, CA, CT, DC, FL, GA, NC, NJ, NY, SC, TX, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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