About My Practice
Jody Clayton is an Investment Advisor Representative with Signature Financial Solutions. He is a CERTIFIED FINANCIAL PLANNERTM, CLU® - Chartered Life Underwriter and ChFC® - Chartered Financial Consultant. Jody works with individuals, families, and business owners in planning for their financial futures.
His concentration includes Police Officers, Firefighters, Teachers, and other County employees in Florida - Members of the Florida Retirement System (FRS), as well as Publix associates.
For individuals, Jody can help with analysis on Life, Long-term Care, and Disability Insurance, 401k Rollovers and new Traditional or Roth IRA's. If College Planning is important, he will help you understand the choices available for Florida residents.
Jody can help guide and educate Business owners on their retirement plan choices, including 401k's, 403(b)'s, SEP and Simple IRA's up to advanced integrated planning. For insurance planning, analysis can include group life and disability policies, along with business specific insurance needs.
Jody stays active in his community and serves as a financial coach through the stewardship ministry at Idlewild Baptist Church. His other passion is helping his daughter. He is a board member of the Lutz Leaguerettes. To keep up to date on current industry trends, Jody is a member of the Tampa Bay Estate Planning Council and Kingdom Advisors. He is active as an assistant director and member of BNI - Business Networking Institute, Alumni of the Tampa Connection, and Lifetime Alumni of USF.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter (CLU®)
Signator Investors, Inc.
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Offering John Hancock Insurance Products.
Considerations: Fee based Investments are available
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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