Jodie Duvall is a CFP-designated registered investment advisor, based in Honolulu, HI, with 22 years of industry experience.
Location
999 Bishop Street, Floor 2, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jodie manages a team of platform producers at First Hawaiian Advisors and works as an investment advisor and financial planner at First Hawaiian Bank, dedicating about half her time to each. She also serves as an officer and board member for the Outrigger Duke Kahanamoku Foundation, spending minimal time reviewing financial statements and performance reports.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Lee Financial Group INC.
Laird Norton Tyee Asset Strategies, LLC
Safeco Investment Services, INC.Broker
Safeco Securities, INC.Broker
State Registrations1 state
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.