Jason
Adams

Woodbury Financial Services, Inc

CRD#5174590
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jason Adams is a certified financial planner based in Orlando, Florida. Currently a registered advisor at Woodbury Financial Services, Inc, they have gathered 10 years of professional experience in the financial advisory industry. Adams has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Adams can serve customers based out of Florida and Georgia. Throughout their career, Adams has worked at G.A. Repple & Company, Suntrust Bank, Suntrust Investment Services, Inc, Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Woodbury Financial Services Inc and Cetera Investment Advisors LLC. Woodbury Financial Services, Inc is headquartered in Orlando, Florida, and has 834 additional offices in the nation. As a company, Woodbury Financial Services, Inc oversees $12 billion in assets covering 58,629 client accounts and retains more than 2,257 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 47,436 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Woodbury Financial Services, Inc can provide 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. The firm's fees may 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

37 N. Orange Ave Suite 221
Orlando, FL 32801

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

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

2,257

FL Average: 157
Total Number of Accounts

58,629

FL Average: 8,262
Average Account Size

$198,109

FL Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Jason Adams Work History

Jason has 10 years of experience.

2019 - Present (3 years)

Woodbury Financial Services Inc

2016 - 2019 (3 years)

Cetera Investment Services LLC

2016 - 2019 (3 years)

Cetera Investment Advisers LLC

2014 - 2014 (< 1 year)

Cetera Investment Advisors LLC

2013 - 2019 (6 years)

Regions Bank

2013 - 2014 (1 year)

Cetera Investment Services LLC

2011 - 2013 (2 years)

Suntrust Bank

2011 - 2013 (2 years)

Suntrust Investment Services, Inc

2010 - 2011 (1 year)

G.A. Repple & Company

Disclosures

Jason Adams has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Anoput Phimmasone
Reston, VA
Brett Brennan
Independence, MO
Todd Jasperson
Saint Paul, MN
Darren Watson
San Diego, CA
Jason Knight
Salt Lake City, UT
Lawrence Springer
Monroe Township, NJ
Evan Ocepek
Cypress, CA
Dylan Ruby
Fond Du Lac, WI

The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started