Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Ann Black is a financial advisor at Edward Jones with over 27 years of experience in the financial industry. Jody Ann Black has held various positions at different firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, The Huntington Investment Company, and American Express Financial Advisors Inc. Jody Ann Black has been registered with FINRA since 1993 and holds the Series 7, Series 63, Series 24, Series 53, Series 99, and Series 57 licenses. Jody Ann Black currently holds an active Series 65 license.
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.
See schedule d - miscellaneous
1
2
OH
05/21/2023 - Present
Edward Jones (Glenford OH)
OH
10/01/2012 - 10/02/2013
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
08/18/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
02/14/1998 - 07/27/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
OH
11/07/1996 - 02/20/1998
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MN
07/31/1995 - 09/06/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1995 - 09/06/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/02/1993 - 06/03/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/02/1993 - 06/03/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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