Jodee
Deutsch
Allworth Financial, L.P
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$14,880,814,526
343
49,892
$298,261
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.*
Allworth Financial
Aw Securities
Horan Securities, Inc
Ohio National Financial Services
Ohio National Equities Inc
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
Sacramento, CA
Sacramento, CA
Sacramento, CA
Folsom, CA
Folsom, CA
Cincinnati, OH
Houston, TX
Scottsdale, AZ
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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