Woodbury Financial Services, Inc
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
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
Jason Adams Work History
Jason has 10 years of experience.
Woodbury Financial Services Inc
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cetera Investment Advisors LLC
Cetera Investment Services LLC
Suntrust Investment Services, Inc
G.A. Repple & Company
Jason Adams has no disclosures.
Please visit their SEC profile for more details.
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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 email@example.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.
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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.