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Jodi Lee Hedberg

KARPUS MANAGEMENT INC·PITTSFORD, New York
SIE, Series 6, Series 26, Series 63Clean recordKARPUS MANAGEMENT INC
183 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 2726691Firm CRD# 110275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jodi Lee Hedberg · PITTSFORD, NY
Registration
CRD #2726691 · KARPUS MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KARPUS MANAGEMENT INC
CRD 110275 · SEC 801-29607
AUM
$4.0B
Regulatory assets under management
Employees
38
2,208 client accounts
Services offered by KARPUS MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KARPUS MANAGEMENT INC →
Introduction

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Frequently Asked Questions

What services does Jodi Lee Hedberg offer?
Jodi Lee Hedberg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are Jodi Lee Hedberg's credentials?
Jodi Lee Hedberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jodi Lee Hedberg located?
Jodi Lee Hedberg is based in PITTSFORD, New York, working with KARPUS MANAGEMENT INC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Jodi Lee Hedberg charge for services?
Jodi Lee Hedberg'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 KARPUS MANAGEMENT INC?
KARPUS MANAGEMENT INC has approximately 38 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KARPUS MANAGEMENT INC

Iii William Dostman
PITTSFORD, NY
CFP
George William Karpus
PITTSFORD, NY
Daniel Lee Lippincott
PITTSFORD, NY
David Anthony D'ambrosio
PITTSFORD, NY
CFP

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