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Jodee Harris

Advisor at OSAIC Institutions, INC.

Updated today

Location

Ligonier, PA 15658

Credentials

Series 66

Industry experience

22 years

About

Jodee Harris is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 22 years of industry experience. She has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2007. Outside of her advisory role, she is involved in online and in-home clothing sales through LulaPi LLC and operates a vacation and travel planning business called Your Hero's Journey. She also coordinates reunion events for the Derry Area Class of 1988. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm utilizes a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options through a network of investment adviser representatives.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

1506 Route 30

Ligonier, PA 15658

Most active in

Pennsylvania

Work history

Infinex Investments, Inc.

2015 - Present (11 years)

First Commonwealth

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Nick A

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Ligonier, PA

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General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Jacob D

Series 65

Ligonier, PA

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Ligonier, PA

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General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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