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Jodi Johnston

20 Years of Experience
Tampa, FL
Broker

Jodi Johnston is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

13670 W. Hillsborough Avenue, Tampa, FL, 33625

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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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Other Business Activities

Jodi is the owner of Phoenix Financial Partners and The Levine Legacy Group LLC, both support companies. She dedicates minimal time to these businesses and her role is primarily as an independent contractor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
June 2010 - May 2018 · 7 yrs 11 mos
Raymond James & Associates, INC.Broker
January 2006 - May 2018 · 12 yrs 4 mos
State Registrations16 states
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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.
Jodi Johnston - Financial Advisor | TrueAdvisor