Jodi Hoy
Financial Advisor *Putting People and Their Priorities First* Healthcare & Medical Device Architecture & Design Professionals from all career industries
- Role
- Edward Jones Financial Advisor at Edward Jones
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jodi Hoy
I work to understand your financial/personal priorities and goals as my job is to…
Experience
Edward Jones Financial Advisor
Feb 2023 — Present · Denver, CO, US
Investments and Services:Retirement accounts:Roth and Traditional IRARollovers and transfersInvestment accounts:Brokerage and Advisory Solutions529 college savingsCustodial accountsBusiness Owners:SEP IRAs, owner only 401K plans, owner only defined benefit plansPlans for employees: 401K, Roth 401K, SIMPLE, 403b, 457, Safe Harbor 401KWealth Strategies:Edward Jones Guided Solutions and Advisory SolutionsCharitable Gift Fund (a donor-advise fund)Trust companyClient Consultation Group Insurance: Life, long-term care, long-term disabilityAnnuities: Fixed, income, and variable
Education
Front Range Community College
Associate of Science - AS
1995
Aspen University
Bachelor of Science, Nursing
2018
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