Jodi Bales
Jodi Bales is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MO, with 22 years of industry experience. Jodi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1603 Chapel Hill, Suite 203, Columbia, MO, 65203
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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
Jodi serves on the advisory board for First Midwest Bank, dedicating minimal time to bi-monthly meetings. She is also an agent selling fixed insurance products, including life, health, disability, annuities, and long-term care, and co-owns a tax and accounting business, Miller, Bales & Company P.C.; these activities each take about a quarter of Jodi's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations17 states
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