Jodene
Gibbs

Commonwealth Financial Network

CRD#6404606
Investment Advisor
in Reston, VA

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About this Advisor

Jodene Gibbs is a financial advisor based in Reston, Virginia, working with Commonwealth Financial Network. Jodene has previously held positions at Commonwealth Financial Network, Vista Wealth Strategies LLC, and Standard Bank Private Clients. Jodene has passed the Series 66 regulatory exam and is registered to provide services in Florida and Virginia. Currently, Jodene is part of Commonwealth Financial Network, which operates out of Reston, Virginia. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

12020 Sunrise Valley Drive Suite 180
Reston, VA 20191

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

VA Average: $16,012,751,954
Total Number of Employees

4,500

VA Average: 118
Total Number of Accounts

623,075

VA Average: 4,567
Average Account Size

$284,126

VA Average: $3,506,186

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

2014 - Present (11 years)

Commonwealth Financial Network

2014 - Present (11 years)

Vista Wealth Strategies LLC

2013 - 2014 (1 year)

Standard Bank Private Clients

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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.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Tyler Downing
Plano, TX
Stephen Gingerella
Waltham, MA
Leo Downing
Natick, MA
Jason Runung
Englewood, CO
Matthew Hooker
Omaha, NE
Benjamin Burkhead
Beaver Falls, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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