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About this Advisor
Kevin Woodward is a financial advisor in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, they have accumulated 10 years of work experience. Woodward has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Woodward can operate in Arizona. Over the course of their career, they have held roles at Edward Jones and Mark-Taylor Residential. Edward Jones is headquartered in Tempe, Arizona, and has 13,586 offices throughout the country. In aggregate, Edward Jones oversees $329 billion in assets throughout 3,047,151 accounts and retains more than 23,408 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones provides 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 11 years of experience.
Kevin Woodward has no disclosures.
Please visit their SEC profile for more details.
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