Jodie Hewitson
Jodie Hewitson is a registered investment advisor at Tanner Insurance & Advisory, LLC, based in Salt Lake City, UT, with 12 years of industry experience. Jodie operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Tanner Insurance & Advisory does not manage investments directly. Instead, they connect you with independent investment advisors. Tanner Insurance & Advisory receives a portion of the fees you pay to the independent advisor, but this does not increase your overall cost. The percentage Tanner Insurance & Advisory receives is typically 25%-35% of the advisory management fee.
Location
36 S. State Street, Suite 600, Salt Lake City, UT, 84111
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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 Activities
Jodie is a practicing CPA and tax partner with Tanner LLC, an accounting firm. This takes nearly all of Jodie's time.
Employment History
Current Registrations
Tanner Insurance & Advisory, LLC
State Registrations1 state
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.