Jodee
Deutsch

Allworth Financial, L.P

CRD#2693335
Investment Advisor
in Folsom, CA

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About this Advisor

Jodee Deutsch is a financial advisor who works out of Folsom, California with a total of 2 years of relevant experience. Deutsch is currently employed by Allworth Financial, L.P. Their career trajectory has included roles at Woodbury Financial Services, Inc, Horan Securities, Inc, Allworth Financial, Aw Securities, Ohio National Financial Services and Ohio National Equities Inc. Deutsch has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Allworth Financial, L.P is a business based in Folsom, CA. It has offices in 26 locations and a total of 343 people on staff. It oversees $15 billion in total assets among its 49,892 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 49,892 customer accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. Allworth Financial, L.P performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually vary depending on the services offered. Fees billed by Allworth Financial, L.P likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

340 Palladio Pkwy. Suite 501
Folsom, CA 95630

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$14,880,814,526

CA Average: $7,578,581,321
Total Number of Employees

343

CA Average: 43
Total Number of Accounts

49,892

CA Average: 3,727
Average Account Size

$298,261

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jodee Deutsch Work History

Jodee has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Allworth Financial

2021 - Present (3 years)

Aw Securities

2018 - 2021 (3 years)

Horan Securities, Inc

2016 - 2018 (2 years)

Ohio National Financial Services

2016 - 2018 (2 years)

Ohio National Equities Inc

2013 - 2015 (2 years)

Woodbury Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jodee Deutsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allworth Financial, L.P

Bruce Killips
Sacramento, CA
Vincent Malinowski
Sacramento, CA
Amy Priar
Folsom, CA
Sam Degreen
Scottsdale, AZ
Paul Culbertson
Houston, TX
Adam Kint
Sacramento, CA
Richard Oldham
Sacramento, CA
Jodee Deutsch
Folsom, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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