Jodie Cohen-Potter
Jodie Cohen-Potter is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8180 Rafael Rivera Way Ste 305, Las Vegas, NV, 89113
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Regulatory History (1)
Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Jodie is involved in several business activities, including a non-investment related role since 2005, an S Corp for tax/investment purposes, and a DBA for LPL business. She also works as a financial advisor for BKA & Associates selling non-variable insurance and has real estate rental property.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Kemper Securities Group, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Bear, Stearns & CO. INC.Broker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.