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Chief Compliance Officer · Invictus Private Wealth, LLC

Jodi M. Burnett

CRD 2827014 · Named on Form ADV at one SEC-registered adviser

At a glance

Invictus Private Wealth, LLC, an SEC-registered wealth manager with $1.7 billion in regulatory assets, lists Jodi M. Burnett on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jodi’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jodi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.