Jodi Felice Sherman

Current Employers

Employment History

• 05/2012 → 09/2016
  Lpl Financial, Llc
  Albany, NY
• 05/2012 → 09/2016
  First Niagara Securities
  Albany, NY
• 09/2016 → 12/2016
  Key Investment Services Llc
  Albany, NY
• 09/2016 → Present
  Keybank
  Colonie, NY
• 12/2016 → Present
  Key Investment Services Llc
  Albany, NY

Previous Registrations

• 2006-10-26 → 2007-12-31
  Hsbc Securities (Usa) Inc.
  Latham, NY
• 2004-06-18 → 2006-02-01
  Td Ameritrade, Inc.
  Albany, NY

Other Businesses

1) JODI F SHERMAN DBA GET CRAFTY - POSITION: Sole NATURE: Hobby making crafts. DBA INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2022 ADDRESS: 595 New Loudon RD, #261, Latham NY 12110, United States DESCRIPTION: Arts and crafts, Jewelry and wood products; 2) HISTORIC PASTURES CONDOMINIUM ASSOCIATION; NATURE: To be on the board of the condominium association and become treasurer. My son lives there. The deed is in both of our names. INVESTMENT RELATED: No NUMBER OF HOURS: 4; SECURITIES TRADING HOURS: 0; START DATE: 04/04/2025; ADDRESS: 2 Pine West Plaza, Suite 206, Albany NY 12205, United States; DESCRIPTION: Volunteer for the condominium association. Ensure compliance with standards and regulations. Monitor expenses to ensure they align with the budget. Work with the property managers and board members on budget.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-08
• S63 Uniform Securities Agent State Law Examination
  1998-11-10

Other Names

• Jodi Sherman
• Jodi F Sherman
• Jodi Sherman Schultz
• Jodi Sherman Schultz