Jodi L. Halbert
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jodi Lynn Halbert, who also goes by Jodi Lynn Kuhlmann, was a registered financial professional .
Jodi is a previously registered financial professional and started their career in finance in 1987. Jodi had worked at 5 firms and has passed the Series 63, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 19, 2013 - June 2, 2020
TEALWOOD ASSET MANAGEMENT
February 15, 1996 - April 1, 1998
SUNAMERICA SECURITIES, INC.
February 1, 1989 - March 9, 1994
WIC CORP.
December 23, 1988 - January 19, 1989
B.C. CHRISTOPHER SECURITIES CO.
June 24, 1987 - December 23, 1988
MORISON SECURITIES, INC.
Primary Firm SEC Registration
TEALWOOD ASSET MANAGEMENT
CRD#: 105245 / SEC#: 801-29095
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TEALWOOD ASSET MANAGEMENT
CRD#: 105245 / SEC#: 801-29095
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 738 |
| AUM (Assets Under Management) | $ 364,416,691 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
