Deborah Hodum

Portfolio Reconciliation Specialist at JFS Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Mercer, Pennsylvania, United States, US

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Credentials

  • Financial Paraplanner Qualified Professional
    College of Financial Planning
    Jan, 2013
    - Nov, 2024
  • Notary Public
    Commonwealth of Pennsylvania
    Dec, 2008
    - Nov, 2024

Experience

  • JFS Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Reconciliation Specialist
      • Nov 2019 - Present

    • Paraplanner
      • May 2012 - Nov 2019

      Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 60+ employees serves more than 2,000 clients in over 40 states, with assets under management approximating $2 billion.

  • NexTier Bank
    • United States
    • Banking
    • 100 - 200 Employee
    • Adminstrative Assistant - Wealth Managememt
      • Apr 2011 - Apr 2012

  • Huntington National Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Account Relationship Associate
      • Jun 2006 - Aug 2010

  • Teicher Organization
    • Adminstrative Assistant
      • 2001 - 2005

  • OfficeMax
    • Retail
    • 700 & Above Employee
    • Field Operations Trainer
      • 1994 - 2001

  • Caldor
    • Retail
    • 1 - 100 Employee
    • Regional Shortage Controller
      • 1981 - 1994

Education

  • College of Financial Planning
    Financial Paraplanner Qualified Professional, Financial Planning and Services
    2013 - 2013
  • Colonia High School

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