Jody Balaban

Insurance Advisor
Commonwealth Benefits
Affiliated with The Frieden Agency

About Jody

Jody is a lifetime resident of Hampton Roads who has been in the insurance and financial services industry 2004. He enjoys working with businesses to help implement and service their employee benefits programs. In addition, Jody works with individuals and their families to help them plan for all aspects of their financial needs. Jody graduated from the University of Alabama in 2001 with a major in Family Financial Planning.

Areas of Focus

Jody’s primary area of focus include employee benefits and businesses. He works closely with clients to help them:

  • Design, implement and manage employee benefit programs and retirement plans
  • Navigate compliance and fiduciary requirements
  • Evaluate and benchmark fees

Professional Recognition

Jody holds Series 6, 63, and 65 licenses, along with life, health, and annuities licenses. He is also an Accredited Investment Fiduciary (AIF), reflecting his commitment to professional development within the retirement planning space and fiduciary-minded guidance.

Community Involvement

Jody is active in his local community and is on the Board of the Tidewater Jewish Foundation.

Personal Life

Outside the office, Jody enjoys spending time with his wife and 3 kids and 2 dogs, playing golf and cheering for his alma mater, The University of Alabama.

Check the background of investment professionals on FINRA’s BrokerCheck.