Unclaimed
Jeffrey Cody is a financial advisor registered with Hornor, Townsend & Kent, LLC and has been in the financial industry since 2003. Cody is registered with the state of Tennessee as an Investment Advisor Representative. He offers a range of services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Cody is also a licensed insurance agent and operates several other business activities relating to insurance and college planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
TN
08/29/2024 - Present
Hornor, Townsend & Kent, LLC (ASHLAND CITY TN)
TN
05/16/2008 - 04/08/2009
ONEAMERICA SECURITIES, INC. (BRENTWOOD TN)
TN
03/19/2003 - 08/16/2006
MML INVESTORS SERVICES, INC. (NASHVILLE TN)
IA
Issued 10/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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