Jodi F. Powers

HUNTER ASSOCIATES LLC

Salem, OH 44460

Some features on this profile are disabled

CRD#: 2811134

Professional summary

Jodi Falconer Powers, who also goes by Jodi Lynne Falconer, is a registered financial advisor currently at HUNTER ASSOCIATES LLC located in Salem, Ohio.

Jodi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jodi has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jodi Lynne Falconer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jodi Falconer Powers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jodi Falconer Powers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 11, 2012 - Present

HUNTER ASSOCIATES LLC

Office #1: 120 W. Second Street, Salem, OH 44460

RIA

CRD#: 30177

Salem, OH

Current

April 8, 2011 - Present

HUNTER ASSOCIATES LLC

Office #1: 120 W. Second Street, Salem, OH 44460

RIA

CRD#: 30177

Salem, OH

Past

June 25, 2005 - May 2, 2011

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

SALEM, OH

Past

June 25, 2005 - May 2, 2011

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

SALEM, OH

Past

May 2, 2005 - June 25, 2005

PARKER/HUNTER INCORPORATED

RIA

CRD#: 7324

SALEM, OH

Past

July 19, 2004 - June 25, 2005

PARKER/HUNTER INCORPORATED

CRD#: 7324

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA

Registered Investment Advisory firm - SEC (7/27/1992 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(4/8/2011)

IAR

Ohio
(12/11/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA

Registered Investment Advisory firm - SEC (7/27/1992 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818

Mailing Address

436 Seventh Avenue 27th Floor, Pittsburgh, PA, 15219

Phone number

(412) 471-4191

Established

Delaware since 01/01/2016

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (31 States and Territories)

FINRA licenses (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

2025 HUNTER ASSOCIATES FORM ADV PART 2A (3/31/2025)

2025 HUNTER ASSOCIATES FORM ADV PART 2A APPENDIX 1 (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
HUNTER ASSOCIATES HOLDINGS, LLC	MEMBER
CLARK, PATRICK JAMES	CCO	5314331
MARSHALL, BRADLEY JOHN	CFO, TREASURER, DIRECTOR	2047270
MCCULLOCH, ROBERT SPITTAL III	VICE PRESIDENT,DIRECTOR	730963
SNYDER, ERICA LYNN	PRESIDENT,CEO,DIRECTOR	3075140

Regulatory assets under management

Total Number of Accounts	2,334
AUM (Assets Under Management)	$ 1,201,488,433

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/11/2025	Cover Page	Report
09/30/2024	Cover Page	Report
07/27/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Johny Kashat

J.P. MORGAN SECURITIES LLC

Bloomfield Hills, MI

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jodi F. Powers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jodi Falconer Powers's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jodi Falconer Powers's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUNTER ASSOCIATES LLC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

PARKER/HUNTER INCORPORATED

PARKER/HUNTER INCORPORATED

Primary Firm SEC Registration

HUNTER ASSOCIATES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2004

FINRA

Current Firm

HUNTER ASSOCIATES LLC

Contact information

SEC notice filing (31 States and Territories)

FINRA licenses (39 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

HUNTER ASSOCIATES LLC

TRUST BUT VERIFY

Similar Advisors