Jodi Ferguson
Jodi L. Ferguson Senior Registered Client Service Associate

Jodi has been a vital part of our team since 2004. She works closely with the retirement plans, helping organize and track fiduciary meetings and providing operational support to plan sponsors and plan participants. In addition, she is responsible for managing and maintaining all of the infrastructure and process for the Brechnitz Group CorePlus model portfolios, including trading and allocation monitoring.

Knowledgeable with a keen eye for detail, she provides essential support to all of our relationships and every advisor of the team. She holds Series 7 and 66 securities licenses and earned a bachelor’s degree in education from Blackburn College.

Jodi is very active and an avid competitor. She spends much of her free time on the tennis and pickle ball courts or on the course playing golf. She also enjoys photography and outdoor activities.