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Chief Financial Officer · Modern Portfolio Consultants, LLC

Jodi L. Deluccia

CRD 4542393 · Named on Form ADV at one SEC-registered adviser

At a glance

Modern Portfolio Consultants, LLC, an SEC-registered asset manager based in Naples, FL with $1.2 billion in regulatory assets, lists Jodi L. Deluccia on its Form ADV as Chief Financial 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
1 firmLocked
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

  • David J. DelucciaPresident/chief Compliance Officer, Modern Portfolio Consultants, LLC

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.