Jodie A Mclellan
Investment adviser representative at Sycamore Investment Consulting Services, LLC
23 yearsExperience
1 stateRegistered in
$159.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Sycamore Investment Consulting Services, LLCOct 2023 to now
- Buttonwood Partners, IncDec 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Sycamore Investment Consulting Services, LLC
$159.6MAssets managed
42Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2751334
- Firm CRD
- 125081