Jodi Viaud is a CFP-designated registered investment advisor, based in Pennington, NJ, with 14 years of industry experience.
Location
2 Tree Farm Road, Suite B100, Pennington, NJ, 08534
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jodi is the COO-Advisor for Knox Grove Insurance Advisers, LLC, and an insurance professional for Knox Grove Financial, selling life, LTC, health, and group benefits. She also dedicates nearly full-time hours as an investment advisor for The Ameriflex Group, providing wealth management, financial planning, and investment advisory services.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
David Lerner Associates, INC.Broker
State Registrations19 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.