RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jodi Marie Johnston
- Title
- Senior Vice President | Business Developmentreportedartisancap.comfirm site, Sep 15, 2026
- Professional profile
- artisancap.com/team/jodi-johnstonreportedartisancap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Nwf Advisory Services Inc independent RIA currentsince Oct 29, 2021 · Los Angeles, Ca
- Ameriprise Financial Services, LLC national BDFeb 28, 2019 to Oct 26, 2021 · Newport Beach, Ca
- Waddell & Reed formerMar 19, 2018 to Feb 21, 2019 · Riverside, Ca
- Td Ameritrade Investment Management, LLC formerAug 18, 2016 to Mar 15, 2018 · Long Beach, Ca
- Td Ameritrade, Inc. formerAug 18, 2016 to Mar 15, 2018 · Long Beach, Ca
- Citrine Securities, LLC unclassifiedJan 6, 2016 to Aug 13, 2016 · Anaheim Hills, Ca
- Ameriprise Financial Services, LLC to Nwf Advisory Services Incleft Oct 26, 2021, registered Oct 29, 2021 (3 days) · Affiliated broker-dealer or bank to independent RIA
- Waddell & Reed to Ameriprise Financial Services, LLCleft Feb 21, 2019, registered Feb 28, 2019 (7 days) · Affiliated broker-dealer or bank to another
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Mar 15, 2018, registered Aug 18, 2016 (-574 days) · channel change inside one enterprise, not a move
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Mar 15, 2018, registered Aug 18, 2016 (-574 days) · Other
- Citrine Securities, LLC to Td Ameritrade Investment Management, LLCleft Aug 13, 2016, registered Aug 18, 2016 (5 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address