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Jodi Lynn Deluccia

MODERN PORTFOLIO CONSULTANTS, LLC·NAPLES, Florida
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4850 TAMIAMI TRAIL N., NAPLES, FL 34103CRD# 4542393Firm CRD# 120846
01

About

Jodi Lynn Deluccia is a registered financial advisor based in NAPLES, Florida, affiliated with MODERN PORTFOLIO CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
MODERN PORTFOLIO CONSULTANTS, LLC
MODERN PORTFOLIO CONSULTANTS, LLC
AUM
$1.0B
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MODERN PORTFOLIO CONSULTANTS, LLC →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4542393
Firm CRD# 120846
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jodi Lynn Deluccia offer?
Jodi Lynn Deluccia is a registered financial advisor in NAPLES, Florida. Contact their office for details on services offered.
What are Jodi Lynn Deluccia's credentials?
Jodi Lynn Deluccia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jodi Lynn Deluccia located?
Jodi Lynn Deluccia is based in NAPLES, Florida, working with MODERN PORTFOLIO CONSULTANTS, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Jodi Lynn Deluccia charge for services?
Jodi Lynn Deluccia'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 MODERN PORTFOLIO CONSULTANTS, LLC?
MODERN PORTFOLIO CONSULTANTS, LLC has approximately 2 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MODERN PORTFOLIO CONSULTANTS, LLC

David John Deluccia
NAPLES, FL

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