JW
JW

Jody Wood

22 Years of Experience
Iowa Falls, IA
Broker

Jody Wood is a registered investment advisor at Cetera Investment Advisers LLC, based in Iowa Falls, IA, with 22 years of industry experience. Jody 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Iowa Falls, IA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jody owns One Sweet Cake, a bakery specializing in custom cakes, cupcakes, and specialty desserts. Jody dedicates minimal time to this business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2019 - June 2021 · 1 yr 11 mos
Voya Financial Advisors, INC.Broker
October 2006 - June 2021 · 14 yrs 8 mos
Directed Services, INC.Broker
November 2003 - October 2006 · 2 yrs 11 mos
State Registrations29 states
AKALAZCACOCTFLIAILINKSKYLAMAMIMNNJNMNYOHOKORPARITXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.