Jodi Stevens is a registered investment advisor at LPL Financial LLC, based in Dayton, OH, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7933 Washington Woods Dr, Dayton, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jodi is involved in several business activities. She owns Enterprise 21 LLC (also known as Enterprise LLC), a real estate rental business, since 2014, and Stevens Investment Group, a DBA for her LPL business, since 2021. Jodi also owns Stevens Insurance Agency LLC (since 2019) and is the President/CPA of Stevens & Associates LLC (since 2008), a tax preparation/accounting/CPA firm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 states
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