Jody L. Padar
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.
Jody Lee Padar, who also goes by Jody Lee Matousek, was a registered financial professional .
Jody is a previously registered financial professional and started their career in finance in 2016. Jody had worked at 4 firms and has passed the Series 63, Series 65, 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
October 4, 2019 - February 19, 2020
NEXJENN FINANCIAL SERVICES
January 1, 2017 - September 30, 2019
1ST GLOBAL CAPITAL CORP.
November 15, 2016 - September 30, 2019
1ST GLOBAL ADVISORS INC
August 25, 2016 - November 3, 2016
FORUM FINANCIAL MANAGEMENT, LP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NEXJENN FINANCIAL SERVICES
CRD#: 305454 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 3,979,857 |
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.
