About this Advisor
Ashley Woolard is a financial advisor based in New Bern, North Carolina. Currently an investment advisor with Edward Jones, Woolard has 11 years of professional experience in the financial advisory industry. Woolard maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Woolard can serve clients based out of North Carolina and Texas. The advisor has gained experience at Edward Jones, Full-Time Education, Southside Farms and The Blue Crab Monograms And Gifts. Edward Jones is based out of New Bern, North Carolina, and has 14,439 other offices across the country. Overall, Edward Jones manages $423 billion in assets throughout 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisor firm's investors 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's fees may include 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
Ashley Woolard Work History
Ashley has 11 years of experience.
The Blue Crab Monograms And Gifts
Ashley Woolard has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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.