JL
JL

Jodi Michele Levine

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

33335 Grand River, Farmington, MI, 48336

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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.

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Other Business ActivitiesSells Insurance

Jodi is an insurance agent with GLP & Associates since 2008, selling life insurance and fixed/indexed annuities, taking about half of her time. She is also an investment advisor representative with Asset Allocation Strategies, LLC since April 2025, soliciting, servicing, and managing advisory accounts.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
March 2025 - Present · 11 mos
Glp Investment Services, LLCBroker
February 2019 - Present · 7 yrs
Glp Investment Services, LLC
February 2019 - Present · 7 yrs
State Registrations5 states
FLILMINYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jodi Michele Levine - Financial Advisor | TrueAdvisor