Jody Angellotti

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 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

• 2021-05-20 → 2026-01-14
  Wells Fargo Clearing Services, Llc
  Oneonta, NY

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

• S66 Uniform Combined State Law Examination
  2010-11-17

Other Names

• Jody Lynn Distefano
• Jody Smith
• Jody Lynn Smith