Jodie
Williams
Origin Financial
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About this Advisor
Jodie Williams is a financial advisor who works out of Boston, Massachusetts who has 3 years of relevant experience. Williams is on the advisory team at Origin Financial. During their career, Williams has held roles at Garrett Mosier Insurance Svc, Indio Technologies Inc and Origin Financial. Williams maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California and Texas. Origin Financial is a registered investment company operating out of Boston, MA. It oversees $478 thousand in assets among its 23 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically depend on which services the firm provides the client. However, fees billed by Origin Financial likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jodie Williams Work History
Jodie has been registered as a financial advisor for 3 years.*
Indio Technologies Inc
Origin Financial
Indio Technologies Inc
Indio Technologies Inc
Indio Technologies Inc
Garrett Mosier Insurance Svc
*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 Jodie Williams 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 Origin Financial
Fort Worth, TX
Boston, MA
Saunderstown, RI
Grovetown, GA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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