Jodi L Hills

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 03/2008 → Present
  Lpl Financial
  Hudson, NY

Other Businesses

1. 8/5/2014: OTHER - CONSTRUCTION MANAGEMENT - HILLS CONSTRUCTION MANAGEMENT, INC. - 2 HOURS PER MONTH/0 HOURS DURING TRADING - GHENT, NY. 2. 11/15/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 11/09/2018 - 0 Hours Per Month - Notary Public NYS 3. 07/13/2023 - Hudson Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/26/2023 - 2 Hours Per Month/ 1 Hour During Trading 4. 01/18/2024 - Hudson Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/13/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-22
• S63 Uniform Securities Agent State Law Examination
  1998-04-06

Other Names

• Jodi Lemack
• Jodi Lynn Joyce