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Jodee H

Series 66

Ligonier, PA

OSAIC Institutions, INC.

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.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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