Jodi Lynn Tanner

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

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

• 01/1999 → 02/2022
  Ameriprise Financial Services, Inc.
  Orlando, FL
• 10/2022 → 12/2022
  Bass Pro Shop
  Fort Myers, FL
• 02/2023 → 05/2023
  Spherion
  Fort Myers, FL
• 05/2023 → 10/2023
  Amy Mcgarry
  Cape Coral, FL
• 02/2022 → 09/2022
  Unemployed
  Cape Coral, FL
• 11/2023 → 01/2024
  Unemployed
  Cape Coral, FL
• 02/2024 → 08/2024
  A Bud Krater, Inc
  Cape Coral, FL
• 09/2024 → 01/2025
  Self Employed
  Cape Coral, FL
• 02/2025 → Present
  Ameriprise Financial Services, Llc
  Cape Coral, FL

Previous Registrations

• 1999-03-26 → 2022-02-23
  Ameriprise Financial Services, Llc
  Fort Myers, FL
  North Fort Myers, FL

Other Businesses

Outside Employment; Diplomat Wesleyan Church; Bookkeeper ; I do the bookkeeping for my church for which they pay me $150 per month. ; 1833 Diplomat Pkwy E, , Cape Coral, FL, 33909; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours / Incredible Bank; I am a financial advisor with IncredibleWealth and employed by IncredibleBank as part of that role. ; Incredible Bank ; 2512 Skyline Blvd, , Cape Coral, FL, 33914; Investment-Related; 01/08/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Notary Public; I am Notary Public in the State of Florida, Commission #HH433913. My commission expires Aug 16, 2027. There are 4 other notaries in the bank so they very rarely in need of me, but I would like to be able to help the bank in case none of the notaries are available. The bank doesn't allow for notarizing estate planning documents. There have been about 4 occasions (about 1 every quarter) where using my notary would have been helpful. ; 2512 Skyline Blvd, , Cape Coral, FL, 33914; Not Investment-Related; 09/16/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-10
• S63 Uniform Securities Agent State Law Examination
  1999-04-02

Other Names

• Jodi L Tanner
• Jodi Tanner