Jodi L Davis

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:

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

Current Employers

Employment History

• 04/2013 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2012-10-01 → 2013-04-15
  J.P. Morgan Securities Llc
  East Wenatchee, WA
  Ephrata, WA
  Moses Lake, WA
• 2011-01-13 → 2012-10-01
  Chase Investment Services Corp.
  Kennewick, WA
  Ephrata, WA
  East Wenatchee, WA
  Moses Lake, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-12
• S63 Uniform Securities Agent State Law Examination
  2007-12-27

Designations

• Certified Financial Planner

Other Names

• Jodi Lynn Hubbard
• Jodi Lynn Davis