Jody Roth is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 26 years of industry experience.
Location
4025 Automation Way B4, Fort Collins, CO, 80525
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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
Jody is an insurance agent selling fixed insurance products since 2000, dedicating a few hours per week. Jody is also an Investment Advisor Representative / Wealth Advisor with CWM LLC DBA Carson Partners, spending nearly full-time providing advisory services.
Employment History
Current Registrations
Cwm, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Triad Advisors LLCBroker
Continuum Advisory, LLC
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations17 states
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.