Jody Green Zellner

Current Employers

Employment History

• 07/2015 → 09/2021
  Jeffrey Matthews Financial Group Llc
  Florham Park, NJ
• 09/2021 → Present
  Lpl Financial Llc
  Clearwater, FL

Previous Registrations

• 2015-10-12 → 2021-09-06
  Jeffrey Matthews Wealth Management, Llc
  Safety Harbor, FL
  Safety Harbor, FL
  Florham Park, NJ
• 2015-08-05 → 2015-08-07
  Jeffrey Matthews Advisory Group Llc
  Safety Harbor, FL
  Florham Park, NJ
• 2012-06-05 → 2015-07-28
  Waddell & Reed
  Charleroi, PA

Other Businesses

1. 9/15/2021 - Safe Harbor Financial Group - Investment Related - Home Based - Non-Variable Insurance - 4 Hours Per Month During Securities Trading - Time Spent 25%. 2. 9/21/2021 - Safe Harbor Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 09/13/2021- 20 Hours Per Month During Securities Trading. 3. 12/6/2021 - Safe Harbor Financial Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/13/2021 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-21

Other Names

• Joby Green Zellner