Jodi Lutz
About Jodi Lutz
Jodi Lutz serves as the Senior Vice President of Investments at Wedbush Securities, a position she has held since 2018. Previously, she worked for 17 years in a similar role at Wells Fargo Advisors in Dallas, Texas.
Work at Wedbush Securities
Jodi Lutz serves as Senior Vice President - Investments at Wedbush Securities. She has held this position since 2018, contributing to the firm's investment strategies and client management in Dallas, Texas. Lutz's role involves overseeing investment portfolios and providing strategic advice to clients, leveraging her extensive experience in the financial services industry.
Previous Experience at Wells Fargo Advisors
Before joining Wedbush Securities, Jodi Lutz worked at Wells Fargo Advisors for 17 years, from 2001 to 2018. In her role as Senior Vice President - Investments, she focused on investment management and client relations in Dallas, Texas. Lutz's long tenure at Wells Fargo Advisors allowed her to develop a deep understanding of the financial markets and client needs.
Education and Expertise
Jodi Lutz possesses a strong background in investments and financial services. Her expertise is rooted in her extensive experience in the industry, particularly in managing investment portfolios and advising clients. Lutz's educational qualifications complement her professional experience, equipping her with the skills necessary to navigate complex financial landscapes.
Professional Background
Jodi Lutz has built a significant career in the financial services sector, primarily focusing on investment management. Her professional journey includes key roles that have shaped her understanding of market dynamics and client engagement. Lutz's background reflects a commitment to providing quality investment advice and fostering long-term client relationships.