JD
JD

Jody Deel

12 Years of Experience
Bluefield, VA
Broker

Jody Deel is a registered investment advisor, based in Bluefield, VA, with 12 years of industry experience.

Location

Bluefield, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jody owns Deel Financial, PLLC, providing tax preparation, accounting, and bookkeeping services in two locations, dedicating about 10-20% of their time to the Bluefield location and about 10-20% to the Roanoke location. Jody also serves as a board member/treasurer for Abel Pregnancy Resource Center and The 315 Company, a faith-based entertainment company, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
February 2014 - September 2025 · 11 yrs 7 mos
Avantax Investment Services, INC.Broker
August 2013 - September 2025 · 12 yrs 1 mo
State Registrations4 states
TNVAWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.