Jodi Danielle Van Voorhis is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2026-04-10 | present | Yes |
| EQUITABLE ADVISORS, LLC | 2025-09-25 | 2026-03-23 | — |
| NORTHWEST FINANCIAL ADVISORS LLC | 2020-12-03 | 2025-06-25 | — |
| EAGLE STRATEGIES LLC | 2019-06-13 | 2019-12-17 | — |
| LPL FINANCIAL LLC | 2015-09-18 | 2019-03-22 | — |
| MML INVESTORS SERVICES, LLC | 2013-06-10 | 2014-02-06 | — |