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Chief Operating Officer · Financial Council, LLC

Jodi L. Greenlund

CRD 4354261 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Council, LLC, an SEC-registered wealth manager based in Towson, MD with $1.3 billion in regulatory assets, lists Jodi L. Greenlund on its Form ADV as Chief Operating Officer.

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

  • William M. LeebPresident, Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer, Financial Council, LLC
  • David R. TravisChief Financial Officer, Financial Council, LLC
  • Jeffrey R. ReynoldsChief Advisory Officer, Financial Council, 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.