Jennifer
Erdmann

Woodbury Financial Services, Inc

CRD#5776654
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner

Years of Experience

10 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, Commissions

Disclosures

No

Office Location

3550 Camino Del Rio N Suite 207
San Diego, CA 92108

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

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

1,925

CA Average: 157
Total Number of Accounts

45,748

CA Average: 8,262
Average Account Size

$166,823

CA Average: $640,173

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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.

2018 - Present (1 year)

Chisholm Financial Planning & Investments

2016 - Present (3 years)

Woodbury Financial Services Inc

2017 - 2018 (1 year)

Ruzam, LLC

2013 - 2016 (3 years)

Securities America, Inc

2013 - 2016 (3 years)

Securities America Advisors, Inc

2010 - 2013 (3 years)

Axa Advisors, LLC

2009 - 2010 (1 year)

Stilwell & Associates

2008 - 2009 (1 year)

Stilwell & Associates

Disclosures

Jennifer Erdmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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