AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JO

Jody M. Owens

ORBIS INVESTMENTS (U.S.)
Odessa, FL
Some features on this profile are disabled
CRD#: 3104727
JO

Professional summary

Jody Marie Owens, who also goes by Jody Marie Kulick, Jody M Owens, Jody Marie Owens, is a registered financial professional currently at ORBIS INVESTMENTS (U.S.), LLC located in Odessa, Florida and FORESIDE FINANCIAL SERVICES, LLC located in Odessa, Florida.

Jody is registered as a RR (Registered Representative) and started their career in finance in 1998. Jody has worked at 15 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jody Marie Kulick | Jody M Owens | Jody Marie Owens

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) - BD

Click below to view Jody Marie Owens'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

January 23, 2026 - Present

ORBIS INVESTMENTS (U.S.), LLC

BD
CRD#: 172663
Odessa, FL
Current

January 23, 2026 - Present

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Odessa, FL
Current

January 23, 2026 - Present

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
Odessa, FL
Current

January 23, 2026 - Present

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Odessa, FL
Current

January 23, 2026 - Present

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
Odessa, FL
Current

January 23, 2026 - Present

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Odessa, FL
Current

January 23, 2026 - Present

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Odessa , FL
Current

January 23, 2026 - Present

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
Odessa, FL
Current

January 23, 2026 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
Odessa, FL
Current

January 23, 2026 - Present

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
Odessa, FL
Past

September 15, 2023 - January 2, 2026

ULTIMUS FUND DISTRIBUTORS, LLC

BD
CRD#: 104177
CINCINNATI, OH
Past

September 15, 2023 - January 2, 2026

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

February 11, 2021 - July 25, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Odessa, FL
Past

December 7, 2015 - July 25, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST PAUL, MN
Past

December 19, 2011 - September 3, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Minneapolis, MN
Past

August 24, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 24, 1998 - September 25, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

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

RR
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

RR
Florida
(1/23/2026)
RR
Maine
(1/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/2/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 2/14/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/21/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/6/2025
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/19/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FD
FUNDS DISTRIBUTOR, LLC
FUNDS DISTRIBUTOR, INC. | THE BOSTON COMPANY CAPITAL GROUP, INC. | TBC FUNDS DISTRIBUTOR, INC. | FUNDS DISTRIBUTOR, LLC

CRD#: 7174 / SEC#: , 8-20518

BD
Broker-Dealer Firm Regulated by FINRA (Boston 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
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/01/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

Disclosures

Regulatory Event2

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.

Company Information

FUNDS DISTRIBUTOR, LLC

CRD#: 7174Odessa, FL

TRUST BUT VERIFY

Monitor Jody Owens

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.