Jodi Harrison
Jodi Harrison is a registered investment advisor at Raymond James & Associates, INC., based in Portage, MI, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7995 Moorsbridge Rd, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.Broker
Bisys Fund Services Limited PartnershipBroker
State Registrations1 state
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