Jodi Van Voorhis
LPL Registered Client Service Associate
Jodi has over 18 years of experience in the financial services industry. Her background includes portfolio management, credit analysis, and financial planning. Jodi spent 12 years at Calvert Investments where she was an Associate Credit Analyst and Assistant Portfolio Manager. During her time as Portfolio Manager she was responsible for managing over $2.0 billion in Money Market Fund assets. Jodi is originally from Boston and a graduate of American University. She is FINRA Series 6, 7, and 66 Securities Licensed, held with LPL Financial.
Jodi is responsible for securities trading and managing the Client Service Operations team. She is also responsible for ensuring the team maintains appropriate records of compliance for LPL Financial and industry regulations.
In her spare time, Jodi enjoys running and spending time outdoors with her husband, two children and dog, Hunter. Jodi and her husband are active in their community, coaching youth sports and volunteering at their children's school. Jodi also volunteers to help raise awareness for the March of Dimes Organization.