Jodee Harris
Jodee currently serves as an Infinex Senior Financial Advisor at Nation Choice Reserve Advisors and has been a solid member of the team since the beginning of 2007. Jodee began her career in the investments field in 2002 and particularly enjoys the uniqueness of each client relationship. Her primary responsibility is to advise and guide clients to select appropriate investment strategies that will help them achieve their personal, long-term financial goals.
Jodee’s areas of specialization include insurance, investments and retirement planning.
Jodee received her Bachelor’s degree from Seton Hill University and her Master’s degree from Duquesne University. Jodee is a registered investment advisor representative and is licensed and certified in Life, Accident and Health Insurance, as well as holding Series 7, 66, and 31 securities registrations.
VP/Financial Advisor,
Nation Choice Reserve Advisors
Jodee is a 2020 Five Star Wealth Manager Award winner. Jodee is also a five time, Five Star Wealth Advisor Award winner-2016, 2017, 2018, 2019 and 2020 an award that is based on 10 objective criteria including education, professional designations, client retention and favorable regulatory history. The Five Star Award was founded in 2003 by Five Star Professional.
Resources for Your Financial Life
More Americans Embrace The Cashless Economy
A growing number of Americans are going "cashless" for everyday purchases. Learn more.
Give Your Money a Midyear Checkup
Mid-year is an ideal time to take a close look at your finances. Learn more.
Mutual Funds: What's In Your Portfolio?
Mutual funds offer a convenient way to participate in a wide range of market activity. Learn more.
Home Energy Tax Credits
Two tax credits are available for the installation of energy efficient or clean energy property in your home. Learn more.
On the Lighter Side
Enjoy this complimentary digital edition of Essential Living Magazine for recipes and lifestyle inspiration.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and Nation Choice Reserve Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
