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About this Advisor
Kevin Woodward is an advisor who works in Tempe, Arizona. Currently a registered financial advisor with Edward Jones, Woodward has 12 years of professional experience in the financial advisory industry. Woodward has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Woodward is registered to work with customers based out of Arizona. Throughout their career, they have worked at Hunziker Property Management, Edward Jones and Mark-Taylor Residential. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 offices in the country. As a registered investment firm, Edward Jones manages $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kevin Woodward Work History
Kevin has 12 years of experience.
Hunziker Property Management
Kevin Woodward has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO