Jodie Booth
Jodie Booth is a registered investment advisor at Kestra Advisory Services, LLC, based in Mamora, NJ, with 23 years of industry experience. Jodie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
105 Roosevelt Blvd, Mamora, NJ, 08223
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Jodie works as a financial advisor for Reich Asset Management LLC, which includes insurance, dedicating nearly full-time hours. She also provides investment advisory services through Kestra Advisory Services, LLC, spending about 10-20% of her time on this.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.