Jodi Baker Perez

Current Employers

Employment History

• 07/2012 → Present
  Raymond James Financial Services, Inc.
  Land O' Lakes, FL
• 07/2012 → Present
  Independent Financial Services, Inc.
  Land O' Lakes, FL
• 08/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Land O'LAkes, FL
• 02/2016 → Present
  Strategic Financial Services
  Land O Lakes, FL
• 02/2016 → Present
  Independent Financial Holdings
  Land O Lakes, FL

Previous Registrations

• 1996-07-01 → 2012-07-18
  Investment Centers Of America, Inc.
  Zephyrhills, FL
  Zephyrhills, FL
  Dade City, FL
  Land O' Lakes, FL
  Bradenton, FL

Other Businesses

(1) Name of Business: Buck's Wholesale Plumbing Supply Address: 15125 Laurel Cove Circle, Odessa, FL, 33556, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I won't have any official responsibilities. This is my husband's company and he owns 100% of the stock. I'm simply listed in the event he passes away and someone needs to act on behalf of the company. (2) Name of Business: Holliday/Perez, LLC Address: 20635 Amberfield Dr Ste 102, Land O Lakes, FL, 34638, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 10/14/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner of the LLC that houses our office building. (4) Name of Business: Mike Padawer Address: 20635 Amberfield Dr Ste 102, Land o Lakes, FL, 34638-4301, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Using Mike's agency to process Long Term Care Contracts through vs. Raymond James Insurance. Contracts such as: Money Guard LTC, Nationwide Carematters LTC, Mutual of Omaha LTC, One America LTC policies, Global Atlantic single premium LTC annuity. (5) Name of Business: Ora Hotel Tampa Address: 15125 Laurel Cove Circle, Odessa, FL, 33556, United States Activity Type: Rental Real Estate Position/Title: Passive investor Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I want to purchase a 2/2 condo unit in the Hotel. It's anticipated to be completed in 2029 (6) Name of Business: Rental Home Address: 15125 Laurel Cove Circle, Odessa, FL, 33556, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We purchased a home for my parents to rent from us.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-03
• S63 Uniform Securities Agent State Law Examination
  1987-05-21

Designations

Other Names

• Jodi Amme Baker
• Jodi Anne Baker