Justin
Getts

Woodbury Financial Services, Inc

CRD#5781124
Investment Advisor
in Meriden, CT

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About this Advisor

Justin Getts is a financial advisor based in Meriden, Connecticut, who has 10 years of experience as a financial advisor. Getts is an employee of Woodbury Financial Services, Inc. Over the course of their career, they have held roles at Guardian Life Insurance Co Of America, Park Avenue Securities LLC and Woodbury Financial Services Inc. Getts has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Connecticut. Woodbury Financial Services, Inc is a firm that has its headquarters in Meriden, Connecticut. The company has offices in 837 locations and a total of 3,216 financial advisors. It has $21 billion in total assets among its 91,382 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 172 charities and foundations. Of its 91,382 customer accounts, 18% belong to high-net-worth individuals who have greater than $1 million in investable assets. Woodbury Financial Services, Inc provides a number 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 management fees vary depending on which services the firm provides the client. Fees charged by Woodbury Financial Services, Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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, Others

Disclosures

No

Office Location

321 Research Pkwy
Meriden, CT 06450

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

CT Average: 157
Total Number of Accounts

91,382

CT Average: 8,262
Average Account Size

$233,575

CT 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

Justin Getts Work History

Justin has 10 years of experience.

2021 - Present (1 year)

Woodbury Financial Services Inc

2012 - 2021 (9 years)

Guardian Life Insurance Co Of America

2012 - 2021 (9 years)

Park Avenue Securities LLC

Disclosures

Justin Getts has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jeffrey Baker
West Des Moines, IA
Michael Sayre
Midvale, UT
Michael Gluski
Fort Myers, FL
Anthony Frangella
Orland Park, IL
Daniel Polster
Red Bluff, CA
William Andrew
Peoria Heights, IL
Grant Messner
Lees Summit, MO
David Paulson
Tulsa, OK

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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