Jeffrey
Arburn

Woodbury Financial Services, Inc

CRD#1475817
Investment Advisor
in Campbell, CA

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About this Advisor

Jeffrey Arburn is a financial advisor who works out of Campbell, California who has 6 years of industry experience. Arburn is currently employed by Woodbury Financial Services, Inc. The advisor has gained experience at Whitehall-Parker Securities and Woodbury Financial Services Inc. Arburn has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in California and Washington. Woodbury Financial Services, Inc is an advisory firm headquartered in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 financial advisors. It handles $19 billion in assets under management among its 101,950 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 184 charities and foundations. Of its 101,950 customer accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. Woodbury Financial Services, Inc offers a broad assortment of services, including 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. Financial advisory fees largely vary depending on which service is offered. Fee types billed by Woodbury Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

880 E Campbell Avenue Suite 206
Campbell, CA 95008

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

CA Average: 157
Total Number of Accounts

101,950

CA Average: 8,262
Average Account Size

$189,097

CA 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

Jeffrey Arburn Work History

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

2017 - Present (7 years)

Woodbury Financial Services Inc

2006 - 2017 (11 years)

Whitehall-Parker Securities

*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 Jeffrey Arburn 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

Robert Tudda
Jericho, NY
Alexander Rice
Elizabethtown, KY
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Denise Badgerow
Thibodaux, LA
George Enone
Silver Spring, MD
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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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