Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Jody Cinnamon is a financial advisor with Wells Fargo Clearing in Guthrie, OK, holding a Series 66 designation and six years of industry experience. Before joining Wells Fargo Clearing in 2019, Jody worked at Edward Jones, Northwestern Mutual, Keller Williams Realty, SVN International, and Barnard Commercial Real Estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Guthrie, OK
California · Oklahoma · Texas
Wells Fargo Clearing
2019 - Present (7 years)
Wells Fargo Bank, NA
2019 - Present (7 years)
Edward Jones
2019 - 2019 (1 year)
Northwestern Mutual
2018 - 2018 (1 year)
Keller Williams Realty
2018 - 2018 (1 year)
SVN International
2017 - 2017 (1 year)
Barnard Commercial Real Estate
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Guthrie, OK
LexAurum Advisors
Series 65
Guthrie, OK
Simplicity wealth
Series 63, Series 65
Guthrie, OK
Edward Jones
Series 66
Guthrie, OK
Edward Jones
Series 66
Broadway, OK
Cambridge Investment Research Advisors
Series 63, Series 65
Edmond, OK
Cambridge Investment Research Advisors
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