JK
JK

Jody Knutsen

10 Years of Experience
Garden Grove, CA
Broker

Jody Knutsen is a registered investment advisor, based in Garden Grove, CA, with 10 years of industry experience.

Location

12419 Lewis St, Suite 104, Garden Grove, CA, 92840

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Jody owns Knutsen Financial Services LLC, an S Corp used to simplify taxes and separate business activities from personal income. Jody spends minimal time on this activity.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 7 mos
First Command Brokerage Services, INC.Broker
December 2015 - Present · 10 yrs 7 mos
State Registrations8 states
CAFLMONCNVTXVAWA
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.
Jody Knutsen - Financial Advisor | TrueAdvisor