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Jody Ann Banks

HUNTER LEWIS LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
2300 COMMONWEALTH DRIVE, CHARLOTTESVILLE, VA 22901CRD# 7155380Firm CRD# 304985
01

About

Jody Ann Banks is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with HUNTER LEWIS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
HUNTER LEWIS LLC
HUNTER LEWIS LLC
AUM
$259M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at HUNTER LEWIS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7155380
Firm CRD# 304985
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jody Ann Banks offer?
Jody Ann Banks specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Jody Ann Banks's credentials?
Jody Ann Banks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jody Ann Banks located?
Jody Ann Banks is based in CHARLOTTESVILLE, Virginia, working with HUNTER LEWIS LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Jody Ann Banks charge for services?
Jody Ann Banks's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUNTER LEWIS LLC?
HUNTER LEWIS LLC has approximately 8 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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