Jodi Marie Lutz

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Dallas, TX
• 11/2016 → 02/2018
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 02/2018 → Present
  Wedbush Securities Inc.
  Dallas, TX

Previous Registrations

• 2003-07-01 → 2018-02-05
  Wells Fargo Clearing Services, Llc
  Dallas, TX
  Dallas, TX
  Avon, CO
• 2001-04-09 → 2003-07-01
  Prudential Equity Group, Llc
  Dalllas, TX

Other Businesses

(1) PINE DUNES LODGE, LLC; INVESTMENT RELATED; FRANKSTON, TX; OWNER; START 4/15/2001; PURPOSE IS TO PROVIDE LODGING FOR GOLFERS;; OVERSEE OPERATION;; SPENDS 1 HR WEEKLY & 0 DURING TRADING HOURS;; (2) JACKSON WARREN RANCH; INVESTMENT RELATED; DALLAS, TX; LLC; OWNER; LAND USED FOR LUMBER/NATURAL RESOURCES; APPROX: 1 HOUR YEARLY, NONE DURING BUSINESS HOURS; START 6/2019; PAY BILLS AND TAXES; --- (3) LUTZ & LUTZ PROPERTIES, INC; INVESTMENT RELATED; DALLAS, TX; PRESIDENT; START 6/1/2018; APPROX: 1 HOUR YEARLY, NONE DURING BUSINESS HOURS; DUTIES: PRESIDENT- OVERSEE OPERATIONS AND PUT TAX RETURNS TOGETHER. ---- (4) LUTZ LAKE, LP;; INVESTMENT RELATED; FRANKSTON, TX; REAL ESTATE INVESTMENT; 100% OWNERSHIP; START 4/1/2001; 1 HOUR PER MONTH, 0 DURING TRADING; PRESIDENT; PAY TAXES. (5) LUTZ RESIDENTIAL LP;; INVESTMENT RELATED; FRANKSTON, TX; REAL ESTATE; 100% OWNERSHIP; START 4/1/2001; 1 HOUR PER MONTH, 0 DURING TRADING; PAY TAXES AND DEPOSIT RENT CHECKS. (6) PINE DUNES RESORTS & GULF CLUB; (LUTZ GOLF COURSE LP DBA PINE DUNES RESORT & GOLF CLUB); INVESTMENT RELATED; FRANKSTON, TX; OWNER; START 06/2018; APPROX: 10 HOURS WEEKLY, NONE DURING BUSINESS HOURS; DUTIES- ATTENDING ANNUAL MEETINGS, APPROVING PURCHASES AND MARKETING PLANS. ---

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-16
• S63 Uniform Securities Agent State Law Examination
  1993-09-15