Jody Roberts is a registered investment advisor, based in Hermantown, MN, with 18 years of industry experience.
Location
4135 Richard Avenue, Suite 202, Hermantown, MN, 55811
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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.
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Jody is an employee of Panichi Blair Wealth Advisors since 2021, dedicating minimal time. Jody is also an employee of Panichi Olson Wealth Advisors LLC since 2024, providing admin support for about half of their time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Redhawk Wealth Advisors, INC.
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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