Jodi Engelstad (CRD# 2929309) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, IN and has over 24 years of experience in the finance industry.
CRD# 4532396
Raymond James Financial Services Advisors, Inc.
CRD# 1720485
State Farm Investment Management Corp.
CRD# 2503806
Smi Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Columbus, IN | Aug 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Columbus, IN | Aug 2019 - Current | 4 |
| Engelstad Wealth Advisors | Columbus, IN | Feb 2013 - Current | 11 |
| Wells Fargo Advisors | Columbus, IN | Mar 2013 - Aug 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- IN
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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