Jodee Harris
Jodee Harris is a registered investment advisor at Osaic Institutions, INC., based in Ligonier, PA, with 22 years of industry experience. Jodee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
1506 Route 30, Ligonier, PA, 15658
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Jodee works for First Commonwealth Bank Trust Division for a few hours per week. She is also a reunion coordinator, part owner of LulaPi LLC (online clothing sales), and owner of Your Hero's Journey (vacation planning).
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Essex National Securities, LLC
Essex National Securities, LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Natcity Investments, INC.Broker
Financial Foresight Group, INC.
Mutual Service CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations7 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.