Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Johnston is an investment advisor representative registered in California and a Vice President of Business Development for NWF Advisory Group, LLC. Jodi has been in the financial industry since 2003 and has a wide range of experience in securities, investments, and financial planning. Jodi is committed to helping clients achieve their financial goals. NWF Advisory Group, LLC is a financial advisory firm that provides a variety of financial services, including investment management, financial planning, and retirement planning. The firm has been in business since 2021 and has over $3.7 billion in assets under management. Jodi's areas of expertise include investments, financial planning, retirement planning, and insurance. Jodi holds the Series 7, 6, 24, 63, 65 and SIE licenses.
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.
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
CA
10/29/2021 - Present
NWF Advisory Services Inc. (Los Angeles CA)
CA
02/28/2019 - 10/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (IRVINE CA)
CA
03/19/2018 - 02/21/2019
WADDELL & REED (RIVERSIDE CA)
CA
08/18/2016 - 03/15/2018
TD AMERITRADE, INC. (LONG BEACH CA)
CA
05/10/2013 - 08/26/2015
J.W. COLE FINANCIAL, INC. (CARLSBAD CA)
CA
03/05/2007 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
CA
04/24/2006 - 08/23/2006
LINSCO/PRIVATE LEDGER CORP. (RIVERSIDE CA)
CA
11/06/2002 - 04/27/2006
GIRARD SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2009
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 08/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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