Jodi Leigh Bales

Current Employers

Employment History

• 08/2003 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2009 → 12/2022
  Miller, Bales & Company Pc
  Columbia, MO
• 07/2012 → Present
  First Midwest Bank
  Columbia, MO
• 01/2023 → Present
  Miller, Bales & Company P.C.
  Columbia, MO

Other Businesses

1) NAME OF OTHER BUSINESS: FIRST MIDWEST BANK INVESTMENT RELATED: NO ADDRESS: 1215 FELLOWS PLACE COLUMBIA MO 65203 NATURE OF BUSINESS: BANK ADVISORY BOARD START DATE: 7/2012 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BI MONTHLY MEETINGS TO ADVISOR FOR BANK GROWTH 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2017 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, HEALTH, DISABILITY, ANNUITIES, & LONG TERM CARE 3) NAME OF OTHER BUSINESS: MILLER, BALES & COMPANY P.C.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CPA, MANAGES AND OVERSEES THE BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2004-01-05

Other Names

• Jodi Leigh Watts