Jodi Walden joined our team in 2005 and serves as the backbone for Lockshield Partners. Jodi’s official title is Head of Operations but, as our clients already know, she is really the one who does all the big and little things necessary to make Lockshield Partners an incredible customer experience for those we are privileged to serve.
Jodi is a graduate of Western Kentucky University and received a Bachelor’s degree in Finance. She also holds State of Kentucky Life and Health insurance licenses as well as Series 7 (General Securities Representative), Series 6 (Registered Investment Company Products/Variable Products) and Series 63 (Uniform Securities Agent State Law) registrations*. Jodi, along with Dan Klein, served on LPL Financial’s Advisory Council in 2009. From more than 3,000 advisors nationwide LPL invites only 24 hand picked advisors to sit on the council for their integrity and service to their clients.