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Jodi Rauert

4 Years of Experience
Grand Island, NE
Broker

Jodi Rauert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Island, NE, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

810 Allen Drive, Grand Island, NE, 68803

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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

Jodi is an associate/employee at both First Investments and Planning and FNBO, working full-time at each. She also serves in various roles for Heartland United Way and Wood River High School, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs 4 mos
State Registrations6 states
AZFLINKSNENV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.