Jodi A. Karambela
Professional summary
Jodi Ann Karambela, CFP®, who also goes by Jodi Ann Coughran, is a registered financial advisor currently at INTEGRAL WEALTH MANAGEMENT located in Turlock, California.
Jodi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jodi has worked at 2 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jodi Ann Karambela's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
May 23, 2008 - Present
INTEGRAL WEALTH MANAGEMENT
Office #1: 605 E Main Street, Turlock, CA 95380March 18, 2003 - June 9, 2008
CHARLES SCHWAB & CO., INC.
February 25, 1999 - June 9, 2008
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
INTEGRAL WEALTH MANAGEMENT
CRD#: 146569 / SEC#: 801-69114
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2008)
(7/8/2022)
Exams
Current Firm
INTEGRAL WEALTH MANAGEMENT
CRD#: 146569 / SEC#: 801-69114
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 957 |
| AUM (Assets Under Management) | $ 535,767,979 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/05/2023 |
Red Flags
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Company Information
INTEGRAL WEALTH MANAGEMENT
CRD#: 146569Turlock, CA 95380TRUST BUT VERIFY
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