Jody Redmann, financial advisor Grants Pass OR

Jody Redmann

CRD Number: 5460426
Current Firm: Kingsview Wealth Management, LLC
Compensation Model: Fee Only

Jody Redmann (CRD# 5460426) is an Investment Advisor Representative working at Kingsview Asset Management, LLC with offices in Chicago and Oak Lawn, IL.  Kingview Asset Management, LLC is headquartered in Grants Pass, OR Jody Redmann has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsview Asset Management, LLC Chicago, IL Oct 2015 - Current 8
Edward Jones St Louis, MO Mar 2010 - Oct 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Jody Redmann
By the Numbers
  • Total Assets Under Management
    3,584
    MILLIONS
  • Total Number of Accounts
    13,829
    ACCOUNTS
  • Average Account Value
    $259,175
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Firm Disclaimer:

Investment advisory services offered through Kingsview Asset Management, LLC (“KAM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. Charles Schwab, a multi-trillion-dollar custodial firm, is Jody Redmann's primary custodian for her client’s accounts. Jody is a financial advisor with the asset management firm Kingsview Asset Management (“KAM”), a consortium of independent financial planners, wealth managers, and investment advisor representatives from many walks of life. KAM provides its advisors with the operational, technical, trading infrastructure, and compliance support needed to best serve clients. KAM is headquartered in Grants Pass, Oregon and has offices nationwide

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