JO
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Jody O'dell

22 Years of Experience
Carmel, IN
Broker

Jody O'dell is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 22 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12711 N. Meridian Street, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Capital Client Group, INC.
May 2014 - Present · 12 yrs
Capital Client Group, INC.Broker
May 2014 - Present · 12 yrs
Capital Client Group, INC.
May 2014 - Present · 12 yrs
Previous Registrations
Oneamerica Securities, INC.
September 2006 - November 2011 · 5 yrs 2 mos
Oneamerica Securities, INC.Broker
February 2005 - November 2011 · 6 yrs 9 mos
Natcity Investments, INC.Broker
December 2003 - February 2005 · 1 yr 2 mos
State Farm Vp Management CORP.Broker
June 2003 - December 2003 · 6 mos
Conseco Equity Sales, INC.Broker
August 2001 - April 2003 · 1 yr 8 mos
Charles Schwab & CO., INC.Broker
October 2000 - July 2001 · 9 mos
State Registrations5 states
DCFLILINTX
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.
Jody O'dell - Financial Advisor | TrueAdvisor