Jason
Woodard

Allstate Financial Advisors, LLC

CRD#4245733
Investment Advisor
in Denver, CO

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About this Advisor

Jason Woodard is a financial advisor who works in Denver, Colorado with a total of 14 years of industry experience. Woodard works at Allstate Financial Advisors, LLC. During their career, Woodard has held roles at Allstate Insurance Co, Jjj Consulting LLC and Jason Woodard (Consulting). Woodard holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Colorado. Allstate Financial Advisors, LLC is an advisory firm that has its headquarters in Lincoln, NE. The company has offices in 39 locations and a total of 335 financial advisors. It oversees $29 million in assets between its 139 accounts, placing it among the smaller investment advisory firms in the country by assets under management. Allstate Financial Advisors, Llc offers selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

10465 Melody Dr Ste 117
Denver, CO 80234-4124

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

CO Average: $1,978,216,465
Total Number of Employees

335

CO Average: 226
Total Number of Accounts

139

CO Average: 7,467
Average Account Size

$205,173

CO Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Jason Woodard Work History

Jason has been registered as a financial advisor for 14 years.*

2018 - Present (6 years)

Jjj Consulting LLC

2015 - Present (9 years)

Jason Woodard (Consulting)

2009 - Present (15 years)

Allstate Insurance Co

*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 Jason Woodard 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 Allstate Financial Advisors, LLC

Lester Norwood
Newport News, VA
Ronald Gilliland
Pickerington, OH
Trish Le
San Francisco, CA
Joseph Beranger
Ventura, CA
Nicholas Dickinson
Lexington, MI
Brady Watts
Slidell, LA
Annie Cronin
Daly City, CA
Jamaal Moore
Sugar Land, TX

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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