Jody Marie Sharer
Professional Summary
Jody Marie Sharer, who also goes by Jody M Berthold, Jody Marie Berthold, Jody Marie Mcnamara, is a registered financial advisor currently at NESTLERODE & LOY, INC. located in State College, Pennsylvania. Jody is registered as a RR (Registered Representative) and started their career in finance in 2002. Jody has worked at 1 firm and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 62, Series 6, Series 14, Series 53...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jody M Berthold, Jody Marie Berthold, Jody Marie Mcnamara
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
DISCOUNT BROKERAGE OF PENNSYLVANIA | WWW.NESTLERODE.COM | NESTLERODE & LOY, INC. | NESTLERODE & COMPANY, INC. | NESTLERODE & CO., INC. | NESTLERODE & CO INC
Contact Information
Main Address
110 Regent Court Suite 202, State College, PA 16801Mailing Address
P.o. Box 343, State College, PA 16804-0343Phone Number
(814) 238-6249Established
Pennsylvania since 09/17/1965Firm Type
CorporationFiscal Year End
SeptemberFirm Size
Small# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
FINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
612AUM (Assets Under Management)
$199,064,720Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DISCOUNT BROKERAGE OF PENNSYLVANIA | WWW.NESTLERODE.COM | NESTLERODE & LOY, INC. | NESTLERODE & COMPANY, INC. | NESTLERODE & CO., INC. | NESTLERODE & CO INC
State Registrations and Notice Filings
(11/13/2003)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Dec 2005Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2002About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jody Marie Sharer's CRS (Customer Relationship Summary).
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