Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Blair is a financial professional with over 10 years of experience in the financial industry. Jodie Blair is currently a Registered Investment Advisor representative at Tyler Wealth Management, LLC, which is headquartered in Southlake, Texas. Jodie Blair also holds a Series 65 license, the Uniform Investment Adviser Law Examination. Jodie Blair has experience with financial planning, consulting and portfolio management for individuals and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Selection of other advisers fees
1
2
CO
01/08/2024 - Present
Tyler Wealth Management, LLC (Fort Collins CO)
IA
Issued 11/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jodie Blair is the right advisor for you? Invested Better is here to help.
