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Jeffrey Todd Dodson

Corda Investment Management, LLC

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About Jeffrey Todd Dodson

Jeffrey Dodson is a financial advisor with Corda Investment Management, LLC. Jeffrey has been in the financial industry for over 23 years. Jeffrey has earned the Series 6, 7, 8, 63 and 66 licenses. Jeffrey specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Financial Planning. Previously, Jeffrey worked for TD Waterhouse Investor Services, Inc. and A. G. Edwards & Sons, Inc.

Firm Information

Jeffrey Dodson is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Dodson’s Registration & Firm History

TX

07/29/2013 - Present

Corda Investment Management, LLC (HOUSTON TX)

NE

10/25/2000 - 04/27/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NE

05/31/1996 - 09/22/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

MO

05/05/1995 - 10/31/1995

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

RI

10/04/1993 - 04/28/1995

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 08/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/27/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Todd Dodson.
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