AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

Jodi Ann Karambela

INTEGRAL INVESTMENT ADVISORS, INC.·TURLOCK, California
Series 7, Series 9, Series 10, Series 63, Series 66Clean record23 years registeredINTEGRAL INVESTMENT ADVISORS, INC.
605 E MAIN STREET, TURLOCK, CA 95380CRD# 3155929Firm CRD# 146569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jodi Ann Karambela · TURLOCK, CA
Registration
CRD #3155929 · INTEGRAL INVESTMENT ADVISORS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

INTEGRAL WEALTH MANAGEMENT
May 2008 – present
CHARLES SCHWAB & CO., INC.
Mar 2003 – Jun 2008
MODESTO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 63
Series 66
Registration record
First registered · March 18, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRAL INVESTMENT ADVISORS, INC.
CRD 146569 · SEC 801-69114
AUM
$497M
Regulatory assets under management
Employees
7
913 client accounts
Services offered by INTEGRAL INVESTMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRAL INVESTMENT ADVISORS, INC. →
Introduction

Speak with Jodi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jodi is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TURLOCK?

Browse all registered financial advisors in TURLOCK, California or claim this profile if it's yours.

Browse TURLOCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jodi Ann Karambela offer?
Jodi Ann Karambela specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TURLOCK, California for a consultation.
What are Jodi Ann Karambela's credentials?
Jodi Ann Karambela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jodi Ann Karambela located?
Jodi Ann Karambela is based in TURLOCK, California, working with INTEGRAL INVESTMENT ADVISORS, INC.. Their office serves clients in the TURLOCK metropolitan area and surrounding communities.
How does Jodi Ann Karambela charge for services?
Jodi Ann Karambela's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRAL INVESTMENT ADVISORS, INC.?
INTEGRAL INVESTMENT ADVISORS, INC. has approximately 7 employees and manages $497M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at INTEGRAL INVESTMENT ADVISORS, INC.

Michael Thomas Abram
TURLOCK, CA

More Advisors in TURLOCK, California

Kevin Richard Berger
BERGER ASSET MANAGEMENT, INC.·TURLOCK, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile