Jody Balaban is a registered investment advisor, based in Virginia Beach, VA, with 21 years of industry experience.
Location
277 Bendix Rd., Ste. 500, Virginia Beach, VA, 23452
Get directionsHistory
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
Jody is an IAR with Frieden Wealth Management, an independent insurance agent for various companies through The Frieden Agency, and an owner at Commonwealth Benefits, Inc. Jody also works as an agent for The Spindel Agency, as an advisory rep for CIRA, and as a board member for Tidewater Jewish Foundation.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations8 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.