Jodie Lynn Barnes

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

• 11/1997 → 11/2017
  Investment Centers Of America, Inc.
  Mineral Wells, TX
• 11/2017 → Present
  Lpl Financial Llc
  Graham, TX

Previous Registrations

• 2013-11-15 → 2017-11-29
  Investment Centers Of America, Inc.
  Mineral Wells, TX
  Grayford, TX
  Breckenridge, TX
  Mineral Wells, TX
  Graham, TX

Other Businesses

1. 11/29/2017 - Harmony - for Securities Business - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Rep - start date 9/15/2017. 2. 11/29/2017 - UNITED LIFE INSURANCE - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SALES - start date 12/07/2017 - 1 hour per month during securities trading. 3. 1/2/2019 - HARMONY FINANCIAL PLANNING - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2017 - 160 Hours Per Month/6 Hours During Securities Trading. 4. 11/05/2019 - SBG - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/16/2019 - 5 hrs/mo - 1 hr during trading. 5. 08/09/2022- ICAG Insurance Agency- Investment Related- At Reported Business Location(s)-Non-Variable Insurance- Financial Advisor- Start Date- 07/05/2022- 5 Hours Per Month/ 5 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-14
• S63 Uniform Securities Agent State Law Examination
  2000-12-12

Other Names

• Jodie Lynn Edds