Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Elise Lewis is a financial advisor currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Moreno Valley, California. Jodi has been in the industry since 2008 and has a wide range of experience working with individual investors, corporations, and institutions. Jodi holds a Series 7, 66, 24, and 99TO license, and specializes in portfolio management, financial planning, and pension consulting. Jodi's previous experience includes working with LPL Financial LLC, CUSO Financial Services, LP, Commonwealth Financial Network, and Cambridge Investment Research, Inc. Jodi provides financial advice and services to a wide range of clients including high net worth individuals, businesses, pension plans, and insurance companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2023 - Present
Raymond James & Associates, Inc. (MORENO VALLEY CA)
CA
10/16/2018 - 01/13/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
10/16/2017 - 10/08/2018
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
06/27/2017 - 10/10/2017
COMMONWEALTH FINANCIAL NETWORK (MURRIETA CA)
CA
01/26/2009 - 05/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (RIVERSIDE CA)
CA
10/02/2007 - 10/13/2008
THRIVENT INVESTMENT MANAGEMENT INC. (RIVERSIDE CA)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jodi Lewis is the right advisor for you? Invested Better is here to help.
