Unclaimed Profile

Jody Paul Medford

LINEGUARD INVESTMENTS, LLC·TROY, Michigan

Series 7, Series 9, Series 10, Series 63, Series 6616 years registeredLINEGUARD INVESTMENTS, LLC

101 W. BIG BEAVER ROAD, TROY, MI 48084CRD# 2755967Firm CRD# 156618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jody Paul Medford · TROY, MI

Registration

CRD #2755967 · LINEGUARD INVESTMENTS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

LINEGUARD INVESTMENTS, LLC

May 2011 – present

TACTICAL ALLOCATION GROUP, LLC

Mar 2010 – Jun 2011

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · March 23, 2010

Years registered · 16

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LINEGUARD INVESTMENTS, LLC

CRD 156618 · SEC 801-72279

AUM

$52M

Regulatory assets under management

Employees

120 client accounts

Services offered by LINEGUARD INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LINEGUARD INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Jody Paul Medford offer?

Jody Paul Medford specializes in Investment Management, Fee-Only Advisory. Contact their office in TROY, Michigan for a consultation.

What are Jody Paul Medford's credentials?

Jody Paul Medford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jody Paul Medford located?

Jody Paul Medford is based in TROY, Michigan, working with LINEGUARD INVESTMENTS, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Jody Paul Medford charge for services?

Jody Paul Medford's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINEGUARD INVESTMENTS, LLC?

LINEGUARD INVESTMENTS, LLC has approximately 1 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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