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Director of Client Services/cco · The Joseph Group Capital Management

Jodi Picetti

CRD 8078756 · Named on Form ADV at one SEC-registered adviser

At a glance

The Joseph Group Capital Management, an SEC-registered wealth manager based in Columbus, OH with $1.1 billion in regulatory assets, lists Jodi Picetti on its Form ADV as Director of Client Services/cco, a control person.

Firms and roles

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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.