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Jody Angellotti

&Partners

Clayton, MO

Oneonta, NY

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-09
  • NY RA
    APPROVED
    Since 2026-01-09

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

449 Main Street, Oneonta, NY 13820 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 01/2016 09/2016
Wells Fargo Advisors Llc Oneonta NY 09/2016 11/2016
Wells Fargo Clearing Services, Llc Oneonta NY 11/2016 01/2026
&Partners Nashville TN 01/2026 Present
  • 01/2016 → 09/2016
    Edward Jones
    St. Louis, MO
  • 09/2016 → 11/2016
    Wells Fargo Advisors Llc
    Oneonta, NY
  • 11/2016 → 01/2026
    Wells Fargo Clearing Services, Llc
    Oneonta, NY
  • 01/2026 → Present
    &Partners
    Nashville, TN
Previous Registrations
Other Businesses

OTSEGO CHRISTIAN ACADEMY; NOT INV RELATED; OTEGO, NY; FINANCE COMMITTEE MEMBER; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; REVIEW SCHOOL FINANCIALS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-17
  • S66 Uniform Combined State Law Examination
    2010-11-17
Other Names
  • Jody Lynn Distefano
  • Jody Smith
  • Jody Lynn Smith

View on SEC IAPD

Other Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC
SIXTHIRTY VENTURES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FOCUS PARTNERS WEALTH, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Other Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz
Taylor Ann Willhalm
DAVID STUART WEISS
PATRICK CRAWLEY
CHET STEVEN EISENMAYER
Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

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