Jodi McNaughton
TrusteeMcNaughton Wealth Management, LLCCRD 7081902
About Jodi McNaughton
Jodi McNaughton is listed as Trustee at McNaughton Wealth Management, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of McNaughton Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Jodi McNaughton work?
Jodi McNaughton is listed as Trustee at McNaughton Wealth Management, LLC on SEC Form ADV.
How much of McNaughton Wealth Management, LLC does Jodi McNaughton own?
Form ADV reports a beneficial ownership band of 50-75%.
McNaughton Wealth Management, LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2016 |