Jodi Powers

Jodi Powers

Client Service Associate

Phone: (614) 784-6000
Fax: (614) 784-6010
E-mail:
 

Jodi joined Ascend Advisory Group in April of 2016 with more than five years of experience in the financial services industry.  Jodi assists with meeting preparation, reports, and planning, and is also a key point of contact for account-related questions or services.  She assists clients daily with opening new accounts, account changes and asset transfers such as contributions, distributions, and account transfers or IRA options. 


Jodi is a Registered ParaplannerSM and holds Series 7 and 63 securities registrations as well as an Ohio life and variable annuities license.  She is also a commissioned Notary Public.  She is a graduate of the University of Phoenix with a BS in management. Prior to her career in financial services, Jodi worked for a business and technology consulting firm in a variety of roles within marketing, communications, human resources and client relations.


Jodi and her husband, Rock, live in Marysville.  Outside of work, Jodi enjoys spending time with family and friends, being creative, and volunteering in her church and community.

 

 

 

 

 

Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN. ©2017 Wells Fargo Clearing Services, LLC. All rights reserved. 0217-03407[MM003407 v1] 2/17