Jodi Patman is a registered investment advisor, based in Odessa, TX, with 25 years of industry experience.
Location
4001 Penbrook St, Suite 3700, Odessa, TX, 79762
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2015Denied
Other Business Activities
Jodi is a co-owner of a clothing resale business in Odessa, TX, since November 2024. This activity requires minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
January 2026 - Present · 6 mos
Kestra Advisory Services, LLC
January 2026 - Present · 6 mos
Previous Registrations
Edward Jones
February 2017 - December 2025 · 8 yrs 10 mos
Edward JonesBroker
February 2017 - December 2025 · 8 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2017 · 4 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2017 · 4 yrs 4 mos
Chase Investment Services CORP.
February 2009 - October 2012 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
June 2008 - October 2012 · 4 yrs 4 mos
Princor Financial Services CorporationBroker
August 2000 - June 2008 · 7 yrs 10 mos
Equitrust Marketing Services, LLCBroker
January 2000 - July 2000 · 6 mos
State Registrations5 states
AZNMNYRITX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.