Rafat
Jadon
Woodbury Financial Services, Inc
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About this Advisor
Rafat Jadon is a financial advisor who works out of Stuart, Florida who has 4 years of industry experience. Jadon currently works for Woodbury Financial Services, Inc. Over the course of their career, they have held roles at American Health Services, Woodbury Financial Services, Inc, Questar Asset Management, National Planning Corporation, Foresters Equity Services, Inc and Questar Capital Corporation. Jadon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Woodbury Financial Services, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It controls $19 billion in total assets among its 101,950 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth investors who have greater than $1 million in investable assets. The company 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. Fees for financial advice usually depend on which services are provided. However, fee types charged by Woodbury Financial Services, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Rafat Jadon Work History
Rafat has been registered as a financial advisor for 4 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Questar Asset Management
Questar Capital Corporation
Foresters Equity Services, Inc
National Planning Corporation
American Health Services
*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 Rafat Jadon 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 Woodbury Financial Services, Inc
Jericho, NY
Lincoln, NE
Glenwood, IA
Claremont, NH
Saint Paul, MN
Thibodaux, LA
Mount Joy, PA
Melville, NY
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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