Jodee Lownsbury
Betterwealth · San Jose, California
Jodee Lownsbury is a fee-only financial advisor at Betterwealth in San Jose, California, who holds the CFP credential. Betterwealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Betterwealth |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $659.9M across 1,349 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6228330 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.betterwealth.us |
How Jodee's firm compares
- Betterwealth's average account is about $489,000, from its Form ADV (assets managed divided by 1,349 accounts).
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Questions about Jodee
Is Jodee Lownsbury a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jodee holds no broker registration, and Betterwealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jodee charge for financial advice?
Jodee's firm, Betterwealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Jodee Lownsbury based?
Jodee Lownsbury is based in San Jose, California.
What credentials does Jodee Lownsbury hold?
Jodee Lownsbury holds the CFP credential.
Is Jodee Lownsbury registered with the SEC?
Yes. Jodee Lownsbury is registered as an investment adviser representative in CA (CRD 6228330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Betterwealth manage?
Betterwealth reports $659.9M across 1,349 accounts in assets under management.
How do I contact Jodee Lownsbury?
Through Jodee's website, www.betterwealth.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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