Jodi Fay Brush

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 01/2017
  Hbw Securities Llc
  Simi Valley, CA
• 01/2017 → 01/2017
  Hbw Insurance & Financial Services, Inc.
  Simi Valley, CA
• 05/2011 → 01/2017
  Hbw Advisory Services Llc
  Simi Valley, CA
• 01/2017 → Present
  Voyager Wealth Management
  Oregon City, OR
• 01/2017 → Present
  Founders Financial Securities, Llc
  Towson, MD

Previous Registrations

• 2011-06-01 → 2017-01-03
  Hbw Advisory Services Llc
  Simi Valley, CA
  Oregon City, OR

Other Businesses

1) VOYAGER WEALTH MANAGEMENT; INVESTMENT RELATED; 516 HIGH STREET OREGON CITY, OR 97045; START DATE: 01/01/2016; 160 HRS PER MONTH; 80 DURING TRADING; INVESTMENT ADVISOR REPRESENTATIVE AND INSURANCE SALES: PROVIDE FINANCIAL ADVICE AND INFORMATION REGARDING INVESTMENT PRODUCTS 2) LIFE BROKERAGE: INVESTMENT RELATED; 516 HIGH STREET, OREGON CITY, OR 97045 START DATE: 1/1/2019; 5 HRS PER MONTH; 5 HRS DURING TRADING; INSURANCE SALES; LIFE INSURANCE AGENT & SUPERVISOR, OCCASSIONAL FIXED ANNUITIES 3) THE VOYAGER GROUP LLC; NOT INVESTMENT RELATED; START DATE: 10/3/2019; 2 HRS PER MONTH; 0 HRS DURING TRADING; OWNER; MANAGING PROPERTY AND LEASING OCCUPANTS 4) RENTAL PROPERTY; NOT INVESTMENT RELATED; 5625 SE FLAVEL ST, PORTLAND OR 97206; START DATE: 10/2012; 1 HR PER MONTH; 1 HR DURING TRADING; CO-OWNER; RESIDENTAL RENTAL HOUSES; MANAGE TENANTS & COORDINATE REPAIRS AS NECESSARY 5) SES 393 LLC: Saint George UT; Start Date: 1/2025 PROPERTY MANAGER; 0 HRS PER MONTH; 0 HRS DURING TRADING; CO-OWNING , MANAGING, MAINTAINING RESIDENTAL RENTAL PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-10
• S63 Uniform Securities Agent State Law Examination
  2003-04-18

Other Names

• Jodi Fay Graul
• Jody Fay Graul
• Jody Fay Graul