Jodi Dhollosy
Investment adviser representative at Advocacy Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
Are you Jodi Dhollosy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Advocacy Wealth Management, LLCOct 2018 to now
- UnemployedJul 2018 to Sep 2018
- 3 Kids IncJun 2012 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Advocacy Wealth Management, LLC
$3.2BAssets managed
1,720Clients
30Advisers
13 yearsIn 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
- 7462116
- Firm CRD
- 141943