Chief Compliance Officer · Karpus Investment Management
Jodi L. Hedberg
CRD 2726691 · Named on Form ADV at one SEC-registered adviser
At a glance
Karpus Investment Management, an SEC-registered wealth manager based in Pittsford, NY with $4.3 billion in regulatory assets, lists Jodi L. Hedberg on its Form ADV as Chief Compliance Officer.
Firms and roles
- Karpus Investment ManagementChief Compliance OfficerWealth manager · Pittsford, NY · $4.3B in regulatory assets
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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Colleagues named on the same filings
- Daniel L. LippincottChief Investment Officer & President, Karpus Investment Management
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.