Jodene
Gibbs
Commonwealth Financial Network
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About this Advisor
Jodene Gibbs is a financial advisor working in Reston, Virginia who has 7 years of relevant experience. Gibbs is an advisor for Commonwealth Financial Network. During their career, Gibbs has held roles at Commonwealth Financial Network, Vista Wealth Strategies LLC, Standard Bank Private Clients and Investec Wealth & Investment. Gibbs holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Virginia. Commonwealth Financial Network is a financial advisory firm operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in total assets among its 585,629 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The company has 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. Fees for financial management are based on the services offered. However, fees charged by Commonwealth Financial Network can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Jodene Gibbs Work History
Jodene has been registered as a financial advisor for 7 years.*
Commonwealth Financial Network
Vista Wealth Strategies LLC
Standard Bank Private Clients
Investec Wealth & Investment
*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 Jodene Gibbs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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