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About this Advisor
Austin Woodin is an advisor located in Ames, Iowa. Currently an investment advisor at Edward Jones, they have accrued 16 years of professional experience as a financial advisor. Woodin maintains Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Woodin is able to advise customers based out of Iowa and Texas. Woodin has worked their entire career at Edward Jones. Edward Jones is headquartered in Ames, Iowa, and has 13,586 additional brick-and-mortar locations throughout the United States. As a company, Edward Jones manages $329 billion in assets covering 3,047,151 accounts and employs more than 23,408 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Austin Woodin Work History
Austin has 17 years of experience.
Austin Woodin has no disclosures.
Please visit their SEC profile for more details.
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