JV
CFP
JV
CFP

Jodi Trabbic Vleck

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
424 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$429.0M

Fee Structure

Minimum Investment:$250K
Loading...

Location

11421 W. Bernardo Court, San Diego, CA, 92127

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jodi owns rental property in Cardiff, CA. She dedicates minimal time to this activity.

Employment History
Current Registrations
Beta Wealth Group, INC
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2009 - September 2012 · 2 yrs 9 mos
Addison Avenue Financial Partners, LLC
February 2005 - December 2009 · 4 yrs 10 mos
Cuso Financial Services, L.P.
December 2003 - December 2006 · 3 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Jodi Trabbic Vleck - Financial Advisor | TrueAdvisor