Jodi
D'Hollosy

Advocacy Wealth Management, LLC

CRD#7462116
Investment Advisor
in Atlanta, GA

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About this Advisor

Jodi D'Hollosy is a certified financial planner operating in Atlanta, Georgia with 2 years of relevant experience. D'Hollosy is an employee of Advocacy Wealth Management, LLC. Their career trajectory has included roles at Advocacy Wealth Management, LLC and 3 Kids Inc. D'Hollosy is approved to operate in Georgia. Advocacy Wealth Management, LLC is a registered investment firm based in Atlanta, GA. The firm has offices in four locations and a total of 22 advisors. It oversees $1 billion in total assets across its 1,444 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,444 accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Advocacy Wealth Management, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3350 Riverwood Parkway Suite Gl-28
Atlanta, GA 30339-6401

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Advocacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,238,064,013

GA Average: $3,570,121,308
Total Number of Employees

22

GA Average: 58
Total Number of Accounts

1,444

GA Average: 1,608
Average Account Size

$857,385

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Jodi D'Hollosy Work History

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

2021 - Present (3 years)

Advocacy Wealth Management, LLC

2018 - 2021 (3 years)

Advocacy Wealth Management, LLC

2012 - 2018 (6 years)

3 Kids 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 Jodi D'Hollosy 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 Advocacy Wealth Management, LLC

Robinson Martin
Atlanta, GA
Melissa Coleman
Atlanta, GA
Joseph Havasy
Atlanta, GA
Nesha Zeigler
Atlanta, GA
Rush James
Atlanta, GA
Timothy Denehy
Enfield, CT
Ryan Vidal
Atlanta, GA
Erika Mcgrew
Atlanta, GA

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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