Jeffrey T. Dodson
Professional summary
Jeffrey Todd Dodson is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Todd Dodson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 29, 2013 - Present
CORDA INVESTMENT MANAGEMENT, LLC
Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024-1626March 3, 2005 - July 17, 2013
CHURCHILL MANAGEMENT GROUP
September 11, 2003 - April 27, 2004
TD AMERITRADE, INC.
October 25, 2000 - April 27, 2004
TD AMERITRADE, INC.
May 31, 1996 - September 22, 2000
TD AMERITRADE, INC.
May 5, 1995 - October 31, 1995
A. G. EDWARDS & SONS, INC.
October 4, 1993 - April 28, 1995
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/29/2013)
Exams
Series 8
Date: 10/27/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 1,726,638,629 |
Red Flags
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