JO
Janette Oh
Investment Coordinator at Flexpath Strategies
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Work Experience
Investment Coordinator
May 2023 - Present · 1 years and 7 months
Jun 2022 - Present · 2 years and 6 months
Investment Coordinator
Aug 2022 - Present · 2 years and 4 months
Retirement Intern
Jun 2022 - Aug 2022 · 2 months
Company Details
11-50 Employees
flexPATH Strategies LLC. is inspired to help create successful retirement outcomes for plan participants. As a fiduciary to our clients, we partner with financial professionals, plan sponsors and investment managers to offer next-gen investment solutions that are flexible, yet easy to utilize for any investor. The firm manages Over $32 billion in assets on behalf of hardworking Americans. For additional information on flexPATH, please visit https://www.flexpathstrategies.com Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through flexPATH Strategies Inc. Kestra Investment Services, LLC is/is not affiliated with flexPATH Strategies Inc. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Investor disclosures - https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
Year Founded
2015
Social Media
LinkedinFacebook
Industry
Financial Services, Banks & Financial Services
HQ Location
120 Vantis Suite 400 Aliso Viejo, CA 92656, US
Keywords
Target Date FundsTDFs401(k)Retirement Plans3(38)FiduciaryGlidepathInvestment ManagementAsset AllocatioIndex
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