Jody Medford
Lineguard Investments · Troy, Michigan
Jody Medford is a fee-only financial advisor at Lineguard Investments in Troy, Michigan, who holds the CFP credential. Lineguard Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lineguard Investments |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $42.4M across 85 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 2755967 |
| Exams passed | Series 63 (1996) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.lineguardinvestments.com |
| Profile |
How Jody's firm compares
- Lineguard Investments's average account is about $499,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Jody
Is Jody Medford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jody holds no broker registration, and Lineguard Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jody charge for financial advice?
Jody's firm, Lineguard Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Jody Medford based?
Jody Medford is based in Troy, Michigan.
What credentials does Jody Medford hold?
Jody Medford holds the CFP credential.
Is Jody Medford registered with the SEC?
Yes. Jody Medford is registered as an investment adviser representative in MI (CRD 2755967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lineguard Investments manage?
Lineguard Investments reports $42.4M across 85 accounts in assets under management.
How do I contact Jody Medford?
Through Jody's website, www.lineguardinvestments.com.
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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