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Jodi Rae Breheny

Savvy

Pleasant Hill, IA

New York, NY

CRD 3111277

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Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-15
  • IA RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

Pleasant Hill, IA • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farm Bureau Financial Services West Des Moines IA 11/2009 08/2017
Farm Bureau Financial Services West Des Moines IA 08/2017 03/2020
Farm Bureau Financial Services West Des Moines IA 03/2020 03/2023
Farm Bureau Financial Services West Des Moines IA 03/2023 10/2025
Savvy Pleasant Hill IA 01/2026 Present
  • 11/2009 → 08/2017
    Farm Bureau Financial Services
    West Des Moines, IA
  • 08/2017 → 03/2020
    Farm Bureau Financial Services
    West Des Moines, IA
  • 03/2020 → 03/2023
    Farm Bureau Financial Services
    West Des Moines, IA
  • 03/2023 → 10/2025
    Farm Bureau Financial Services
    West Des Moines, IA
  • 01/2026 → Present
    Savvy
    Pleasant Hill, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-08
  • S66 Uniform Combined State Law Examination
    2021-06-08
Other Names
  • Jodi Rae Kain
  • Jodi Rae Winslow
  • Jodi Rae Winslow

View on SEC IAPD

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