Ashley
Woolard

Edward Jones

CRD#6853807
Investment Advisor
in New Bern, NC

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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

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3200 Trent Rd
New Bern, NC 28562-5739

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NC Average: $11,469,110,461
Total Number of Employees

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC Average: $343,232

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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.

2019 - Present (2 years)

Edward Jones

2017 - 2019 (2 years)

Edward Jones

2016 - 2018 (2 years)

Southside Farms

2016 - 2017 (1 year)

The Blue Crab Monograms And Gifts

2009 - 2016 (7 years)

Full-Time Education

Disclosures

Ashley Woolard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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.

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