Jodee Felice Deutsch

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 08/2016 → 04/2018
  Ohio National Financial Services
  Cincinnati, OH
• 09/2016 → 04/2018
  Ohio National Equities Inc
  Cincinnati, OH
• 04/2018 → 08/2018
  Unemployed
  Loveland, OH
• 08/2018 → 09/2021
  Horan Securities, Inc
  Cincinnati, OH
• 09/2021 → Present
  Aw Securities
  Cincinnati, OH
• 09/2021 → Present
  Allworth Financial
  Cincinnati, OH

Previous Registrations

• 2019-10-15 → 2021-09-02
  Horan Securities, Inc.
  Cincinnati, OH
  Cincinnati, OH
• 2014-01-22 → 2015-01-26
  Woodbury Financial Services, Inc.
  Oakdale, MN
  Oakdale, MN
• 2008-02-14 → 2011-11-25
  Ameritas Investment Company, Llc
  W Des Moines, IA
  Lincoln, NE
• 2007-02-20 → 2008-01-14
  Edward Jones
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-02-15