Woodbury Financial Services, Inc
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About this Advisor
Jennifer Erdmann is a certified financial planner operating in San Diego, California, who has been in the advisory business for 10 years. Erdmann works at Woodbury Financial Services, Inc. Throughout their career, they have worked at Securities America, Inc, Stilwell & Associates, Axa Advisors, LLC, Securities America Advisors, Inc, Chisholm Financial Planning & Investments, Woodbury Financial Services Inc and Ruzam, LLC. Erdmann maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Woodbury Financial Services, Inc is a financial advisory business headquartered in San Diego, California. The investment advisory business has offices in 590 locations and a total of 1,945 people on staff. It handles $7 billion in assets under management across its 36,076 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 74 charitable organizations. Of its 36,076 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a broad range 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. Fees charged by financial advisors usually depend on the type of financial services. However, fees billed by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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
Jennifer Erdmann Work History
Jennifer has 10 years of experience.
Chisholm Financial Planning & Investments
Woodbury Financial Services Inc
Securities America, Inc
Securities America Advisors, Inc
Axa Advisors, LLC
Stilwell & Associates
Stilwell & Associates
Jennifer Erdmann has no disclosures.
Please visit their SEC profile for more details.