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Joshua Kenneth Oder

Oder Investment Management, LLC

Woodland Hills, CA

CRD 3195875

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Employer firm

Oder Investment Management, LLC CRD 134506

$367M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Oder Investment Management, Llc

21300 Victory Blvd Suite 855, Woodland Hills, CA 91367 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-05-30
CA RA APPROVED 1999-03-22
  • TX RA
    APPROVED_RES
    Since 2013-05-30
  • CA RA
    APPROVED
    Since 1999-03-22

Branch Locations

21300 Victory Blvd Suite 855, Woodland Hills, CA 91367 • 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
Oder Investment Management Woodland Hills CA 01/2017 Present
Oder Investment Management (Formerly Oder & Stewart Inv Mgmt) Woodland Hills CA 01/1999 Present
  • 01/2017 → Present
    Oder Investment Management
    Woodland Hills, CA
  • 01/1999 → Present
    Oder Investment Management (Formerly Oder & Stewart Inv Mgmt)
    Woodland Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-19
  • S65 Uniform Investment Adviser Law Examination
    1999-03-19
Other Names
  • Josh Oder

View on SEC IAPD

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