Jodi Perez
Jodi Perez is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Land O Lakes, FL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20635 Amberfield Drive, Suite 102, Land O Lakes, FL, 34638
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jodi is an officer for her husband's plumbing supply company, a partner in an LLC that houses their office building, and an owner in two support companies. She also owns rental real estate and plans to purchase a condo unit in a hotel, all of which take minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Ffps Brokerage, INC.Broker
State Registrations28 states
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