Jason
Bezou
Woodbury Financial Services, Inc
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About this Advisor
Jason Bezou is a certified financial planner who works in Monroe, Louisiana with 5 years of industry experience. Bezou is an employee of Woodbury Financial Services, Inc. Throughout their career, Bezou has worked at Pilot Music, Capital One, N.A, Capital One Investments, LLC, Capital One Investment Services Corporation, Capital One Sharebuilder, Inc, Sharebuilder 401K and Woodbury Financial Services, Inc. Bezou maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana, Minnesota, New Jersey and Texas. Woodbury Financial Services, Inc is a registered investment company based out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 advisors. It has $19 billion in assets across its 101,950 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 184 charities and foundations. Of its 101,950 customer accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc provides a diverse set 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 charged by financial advisors vary depending on the type of financial services. Fees charged by Woodbury Financial Services, Inc can include any combination of 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
Jason Bezou Work History
Jason has been registered as a financial advisor for 5 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Pilot Music
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Investment Services Corporation
Capital One, N.A
Capital One Investments, LLC
*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 Jason Bezou 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
Sterling Heights, MI
Fairfax, VA
Saint Paul, MN
Thibodaux, LA
Green Bay, WI
Fort Dodge, IA
Mount Joy, PA
Claremont, NH
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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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.
