Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Brush is a financial professional with over 20 years of experience in the industry. She is currently registered with Founders Financial Securities LLC as an investment advisor representative. Prior to that, Jodi was registered with HBW Securities LLC and American General Securities Incorporated. Jodi is a licensed investment advisor representative and insurance agent, and she offers financial advice and information regarding investment products. Jodi is also a property manager and co-owner of several rental properties. Jodi is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
OR
11/27/2023 - Present
Founders Financial Securities LLC (Oregon City OR)
OR
01/26/2006 - 12/31/2016
HBW SECURITIES LLC (OREGON CITY OR)
TX
10/31/2003 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
OH
04/17/2003 - 10/31/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
Issued 05/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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