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Jodi Ann Karambela

Integral Wealth Management

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About Jodi Ann Karambela

Jodi Karambela is a financial advisor at Integral Wealth Management. Jodi has been in the industry since 1999. Jodi is a Certified Financial Planner (CFP) and holds Series 7, 9, 10, 63, and 66 licenses. Jodi specializes in providing financial planning and investment management services to individuals, families, and businesses.

Firm Information

Jodi Karambela is currently registered with Integral Wealth Management. Integral Wealth Management is a Registered Investment Advisor located in Turlock, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting. They manage approximately $535,767,979 in assets for 957 clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and corporations.
Integral Wealth Management

605 E MAIN STREET

TURLOCK, CA 95380

$535.77M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jodi Karambela’s Registration & Firm History

CA

07/08/2022 - Present

Integral Wealth Management (TURLOCK CA)

CA

02/25/1999 - 06/09/2008

CHARLES SCHWAB & CO., INC. (MODESTO CA)

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Licenses & Designations

BOTH

Issued 03/14/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/22/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/24/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jodi Ann Karambela.
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