Jason
Trujillo

Woodbury Financial Services, Inc

CRD#5837377
Investment Advisor
in Cave Creek, AZ

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About this Advisor

Jason Trujillo is a financial advisor based in Cave Creek, Arizona, with 6 years of relevant experience. Trujillo currently works for Woodbury Financial Services, Inc. Their career trajectory has included roles at Principal Life Ins Co, Princor Financial Services Corp and Woodbury Financial Services Inc. Trujillo has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and New Mexico. Woodbury Financial Services, Inc is a financial advisory company based out of Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 employees. It handles $19 billion in total assets between its 101,950 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 184 charities and foundations. Of its 101,950 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which services the firm provides the client. Fees charged by Woodbury Financial Services, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Cave Creek, AZ

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

AZ Average: $5,289,111,388
Total Number of Employees

3,002

AZ Average: 157
Total Number of Accounts

101,950

AZ Average: 8,262
Average Account Size

$189,097

AZ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Trujillo Work History

Jason has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Woodbury Financial Services Inc

2010 - 2017 (7 years)

Principal Life Ins Co

2010 - 2017 (7 years)

Princor Financial Services Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Trujillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodbury Financial Services, Inc

Mark Wise
Sterling Heights, MI
Todd Desberg
Scottsdale, AZ
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Miranda Bonde
Green Bay, WI
Richard Keel
Tulsa, OK
Christopher Simon
Mount Joy, PA
Shannon Parks
Glenwood, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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