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JH

Jodie B. Hewitson

TANNER INSURANCE & ADVISORY
SALT LAKE CITY, UT 84111
Some features on this profile are disabled
CRD#: 6195081
JH

Professional summary

Jodie B Hewitson, who also goes by Jodie A. Bell, is a registered financial advisor currently at TANNER INSURANCE & ADVISORY, LLC located in Salt Lake City, Utah.

Jodie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jodie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jodie A. Bell

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 Jodie B Hewitson's 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

July 25, 2013 - Present

TANNER INSURANCE & ADVISORY, LLC

Office #1: 36 S. State Street Suite 600, Salt Lake City, UT 84111
RIA
CRD#: 167461
SALT LAKE CITY, UT

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.

Highlighted states indicate IAR registrations

IAR
Utah
(7/25/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/11/2013
Uniform Investment Adviser Law Examination

Current Firm

TI
TANNER INSURANCE & ADVISORY, LLC
TANNER INSURANCE & ADVISORY, LLC

CRD#: 167461 / SEC#:

Utah
Registered Investment Advisory firm - (7/25/2013 Approved)
PREMIUM
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Contact information

Main Address
36 South State Street Suite 600, Salt Lake City, UT 84111-1400
Mailing Address
Phone number
(801) 532-7444
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

TANNER INSURANCE & ADVISORY, LLC

CRD#: 167461Salt Lake City, UT 84111

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