Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Lynn Barna is a financial professional with over 20 years of experience in the industry. Jodi has a strong background in providing financial advice to individuals, corporations, and institutions. Jodi currently works at J.p. Morgan Securities LLC where Jodi is a registered representative. Jodi has previously worked at several other firms including Bruderman Brothers LLC, Beech Hill Securities, Inc., Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Royal Alliance Associates, Inc. and Salomon Smith Barney Inc. Jodi holds a Series 7, 24, 63 and 65 licenses. Jodi specializes in financial planning, portfolio management for businesses and individuals and selection of other advisers.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/12/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
01/07/2019 - 07/22/2021
BRUDERMAN BROTHERS LLC (Saddle Brook NJ)
NY
11/12/2010 - 01/02/2019
BEECH HILL SECURITIES, INC. (NEW YORK NY)
NY
02/20/2006 - 11/17/2010
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
MO
08/02/2004 - 01/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AZ
03/14/2002 - 06/12/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
06/04/1997 - 03/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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