Jodi Perez Email & Phone Number
President and CEO, IFS, Wealth Manager, RJFS
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Jodi Perez Location
- Tampa, FL, US
Jodi Perez Work
- Financial Advisor, Co-Owner of Independent Financial Services @ Raymond James Financial Services | Independent Financial Services (August 1998 - Present)
- President and CEO, IFS, Wealth Manager, RJFS @ Raymond James Financial Services | Independent Financial Services (August 1998 - Present)
- Vice President - Financial Planning @ INVEST Financial Corporation, Inc. (August 1982 - August 1998)
Jodi Perez Education
- College for Financial Planning - Denver, CO
(Certified Financial Planner)
1986-1990 - University of South Florida
BA (Marketing)
1982-1985
Jodi Perez Summary
- Jodi Perez, based in Tampa, FL, US, is currently a President and CEO, IFS, Wealth Manager, RJFS at Raymond James Financial Services | Independent Financial Services. Jodi Perez brings experience from previous roles at Raymond James Financial Services | Independent Financial Services and INVEST Financial Corporation, Inc.. Jodi Perez holds a 1986 - 1990 College for Financial Planning - Denver, CO. Jodi Perez has 1 emails and 3 mobile phone numbers on RocketReach.
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