Jodi Mcmahon is a ChFC-designated registered investment advisor, based in Brookhaven, GA, with 34 years of industry experience.
Location
Brookhaven, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jodi works as a W2 employee in insurance/benefits/human resources and spends about 10-20% of her time trading. She is also a CPA enrolled agent providing tax preparation and accounting services, and is involved in credit card processing sales, dedicating a few hours per week. Finally, Jodi is an advisory representative of a RIA, spending about 10-20% of her time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 states
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