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Jodi Renee Cline

Edward Jones

Ponca City, OK

CRD 4600717

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-06
OK RA APPROVED 2008-09-29
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • OK RA
    APPROVED
    Since 2008-09-29

Branch Locations

110 S 4Th St, Ponca City, OK 74601 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2002 Present
Other Businesses

VP/BOARD MEMBER FOR BLACKWELL PUBLIC SCHOOL BOARD. NO TIME SPENT DURING TRAINING HOURS. * JREC PROPERTIES, LLC Type of business: PROPERTY PONCA CITY, OK Start date: 6/9/2015 SOLE MEMBER Hours per week: 3 Hours during trading: 0 Owner/landlord of a commercial building * "Armadillo Flats/NextEra Energy Type: Date: 02/01/25 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Wind Turbine royalty City-State: Enid OK" * "Building Tenants Rental Property Type: Date: 10/01/15 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rental Income City-State: Ponca City OK" * "Chaparral Energy Type: Date: 11/12/14 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Oil & Gas Income City-State: Oklahoma City OK" * "Contango Oil & Gas Type: Date: 01/28/20 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Oil & Gas Royalties City-State: Houston TX"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-18
S63 Uniform Securities Agent State Law Examination 2003-01-03
  • S66 Uniform Combined State Law Examination
    2008-09-18
  • S63 Uniform Securities Agent State Law Examination
    2003-01-03
Other Names
  • Jodi Renee Cline

View on SEC IAPD

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