Jodi Vinas
Jodi Vinas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irving, CA, with 26 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
15615 Alton Parkway, Suite 230, Irving, CA, 92618
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business Activities
Jodi works as an associate/employee providing sales and administrative support to a financial advisor/branch manager at Legacy Wealth Management since 2016. This takes about half of Jodi's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
UBS Painewebber INC.
UBS Painewebber 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.