Jodi G. Krausman

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/2005 → Present
  Walsh College
  Troy, MI
• 05/2016 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Other Businesses

1.CLASSROOM AND ONLINE INSTRUCTOR, NON-INVESTMENT RELATED, FEB 2005, +/-32 HOURS PER MONTH. JODI G. KRAUSMAN, CPA, NON-INVESTMENT RELATED, OWNER, JAN 2000, 0 HRS during securities hrs. 2.JODI G. KRAUSMAN, CPA PC, Since 2001, President, accounting, bookkeeping, payroll services, tax preparation. 0 HRS during securities HRS. 3. Health Insurance Agent, Independent Insurance Agency. Health Insurance, Agent, Gather requirements, assess marketplace, prepare proposal, implement solution, conduct periodic reviews. Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. The American College, since 1/3/2023, 29322 Hemlock Drive, Farmingon Hills, 48336, Teaching, Employee, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-17

Designations

• Certified Financial Planner

Other Names

• Jody G. Krausman
• Jodi G. Krausman
• Jodi Grace Krausman