AdvisorOS Directory
Claim Profile
Unclaimed Profile
JT

Jodi Paris Jeffreys Tanner

LAS OLAS CAPITAL ADVISORS, LLC·FORT LAUDERDALE, Florida
Clean recordLAS OLAS CAPITAL ADVISORS, LLC
888 EAST LAS OLAS BLVD, FORT LAUDERDALE, FL 33301CRD# 1790657Firm CRD# 175077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jodi Paris Jeffreys Tanner · FORT LAUDERDALE, FL
Registration
CRD #1790657 · LAS OLAS CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jodi Paris Jeffreys Tanner is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with LAS OLAS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
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 →

03

Firm Overview

Firm
LAS OLAS CAPITAL ADVISORS, LLC
LAS OLAS CAPITAL ADVISORS, LLC
AUM
$374M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LAS OLAS CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1790657
Firm CRD# 175077
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT LAUDERDALE?

Browse all registered financial advisors in FORT LAUDERDALE, Florida or claim this profile if it's yours.

Browse FORT LAUDERDALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jodi Paris Jeffreys Tanner offer?
Jodi Paris Jeffreys Tanner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Jodi Paris Jeffreys Tanner's credentials?
Jodi Paris Jeffreys Tanner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jodi Paris Jeffreys Tanner located?
Jodi Paris Jeffreys Tanner is based in FORT LAUDERDALE, Florida, working with LAS OLAS CAPITAL ADVISORS, LLC. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Jodi Paris Jeffreys Tanner charge for services?
Jodi Paris Jeffreys Tanner's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAS OLAS CAPITAL ADVISORS, LLC?
LAS OLAS CAPITAL ADVISORS, LLC has approximately 7 employees and manages $374M 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 LAS OLAS CAPITAL ADVISORS, LLC

Raymond Nicholas Catone
FORT LAUDERDALE, FL
James C Ball
FORT LAUDERDALE, FL
Merissa Ann Davis
FORT LAUDERDALE, FL

More Advisors in FORT LAUDERDALE, Florida

Jeremy M. Straub
Coastal Wealth·FORT LAUDERDALE, FL
Peter Eric Weitz
ROUTE 20 PRIVATE WEALTH INC.·FORT LAUDERDALE, FL
Angela Duncan
Coastal Wealth·FORT LAUDERDALE, FL
Tasabbur Nmn Hasan
DEERPATH CAPITAL MANAGEMENT, LP·FORT LAUDERDALE, FL
Eric Daniel Warlick
ROUTE 20 PRIVATE WEALTH INC.·FORT LAUDERDALE, FL
Kirstie Ann Ward
PALISADES HUDSON ASSET MANAGEMENT, L.P.·FORT LAUDERDALE, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile