Jody Medford, CFP®
Jody founded LineGuard Investments in 2011. Jody is responsible for financial planning services to individuals, families and charitable organizations. Encompassing a comprehensive planning approach, he advises clients with researching and selecting ETFs, mutual funds as well as independent money managers. A major portion of his +20 year career was managing over $1.0 billion at Fidelity Investments for Midwest residents. Jody earned a Bachelor of Science degree in Business Administration from Central Michigan. Jody currently holds the Certified Financial Planner (CFP ®) designation. Jody is married to his wife, Dani, of 21 years; they have two daughters and one son adopted from China.
Awards & Certifications
CERTIFICATION
Certified Financial Planner (CFP®) Designation
five star professional
Top 10% of Wealth Managers out of +7,000 advisors in the Detroit area
5 Star Wealth Manager AWARD
Hour Detroit Magazine
Awarded for 9 years running
Reference
Charles schwab
Charles Schwab Custodian
Why hire an independent financial advisor?
DAVE RAMSEY
Dave Ramsey Advisor
Smartvestor Program
Legal Disclosure
LineGuard Investments, LLC (“LineGuard”) is a State of Michigan registered investment adviser with its principal place of business in the State of Michigan. LineGuard and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which LineGuard maintains clients. LineGuard may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by LineGuard with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LineGuard, please contact LineGuard or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
For additional information about LineGuard, including fees and services, send for our disclosure statement as set forth on Form ADV from LineGuard using the contact information herein. Please read the disclosure statement carefully before you invest or send money.