Jethro
Kollie
Beck Bode LLC
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About this Advisor
Jethro Kollie is a financial advisor operating in Dedham, Massachusetts with 4 years of industry experience. Kollie is currently employed by Beck Bode LLC. Throughout their career, they have worked at Penn Mutual Life Insurance Co, Aldo Shoes, Uber, Enterprise Holdings, Bentley University, Hornor Townsend & Kent Inc, Beck Bode, LLC, Concord Wealth Management and Sodexo. Kollie has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Beck Bode LLC is an advisory business that has its headquarters in Dedham, MA. The firm has offices in three locations and a total of 40 employees. It oversees $490 million in assets across its 2,772 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,772 client accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees largely are based on the services. However, fee types charged by Beck Bode LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beck Bode LLC Brokerage Details
$489,836,573
40
2,772
$176,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jethro Kollie Work History
Jethro has been registered as a financial advisor for 4 years.*
Beck Bode, LLC
Hornor Townsend & Kent Inc
Penn Mutual Life Insurance Co
Aldo Shoes
Uber
Concord Wealth Management
Enterprise Holdings
Bentley University
Bentley University
Sodexo
*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 Jethro Kollie 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 Beck Bode LLC
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Portsmouth, NH
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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