Jodi L. Lombard
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jodi Lea Lombard was a registered financial professional .
Jodi is a previously registered financial professional and started their career in finance in 2013. Jodi had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 10, 2014 - May 26, 2015
SALIENT CAPITAL ADVISORS, LLC
September 10, 2013 - May 26, 2015
SALIENT CAPITAL L.P.
State Registrations and Notice Filings
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Exams
Current Firm
SALIENT CAPITAL ADVISORS, LLC
CRD#: 153914 / SEC#: 801-71482
Contact information
Regulatory assets under management
| Total Number of Accounts | 337 |
| AUM (Assets Under Management) | $ 2,093,792,845 |
Red Flags
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