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Managing Member · LAS Olas Capital Wealth LLC

Jodi P. Jeffreys Tanner

CRD 1790657 · Named on Form ADV at 2 SEC-registered advisers

At a glance

LAS Olas Capital Wealth LLC, an SEC-registered asset manager based in Fort Lauderdale, FL with $269 million in regulatory assets, lists Jodi P. Jeffreys Tanner on its Form ADV as Managing Member, a control person. The SEC filings also name Jodi at 1 other registered adviser.

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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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

  • Paul C. TannerPresident and CIO, LAS Olas Capital Wealth LLC
  • Raymond N. CatoneChief Operating Officer and Chief Compliance Officer, LAS Olas Capital Wealth 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.