John
Watson

Woodbury Financial Services, Inc

CRD#2709296
Investment Advisor
in Columbus, OH

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About this Advisor

John Watson is a financial advisor working in Columbus, Ohio, who has been in the advisory business for 10 years. Watson currently works for Woodbury Financial Services, Inc. Over the course of their career, Watson has held roles at Ing Financial Partners, Inc, Voya Financial Advisors and Woodbury Financial Services Inc. Watson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Woodbury Financial Services, Inc is a business that has its headquarters in Columbus, Ohio. The investment advisory business has offices in 837 locations and a total of 3,216 financial advisors. It handles $21 billion in assets under management across its 91,382 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 172 charitable organizations. Of its 91,382 accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets. Woodbury Financial Services, Inc performs a number of services, such as 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 are based on the type of financial services offered. Fee types billed by Woodbury Financial Services, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

77 E Wilson Bridge Rd Suite 100
Columbus, OH 43085

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

OH Average: $5,289,111,388
Total Number of Employees

3,216

OH Average: 157
Total Number of Accounts

91,382

OH Average: 8,262
Average Account Size

$233,575

OH Average: $640,173

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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

John Watson Work History

John has 10 years of experience.

2021 - Present (1 year)

Woodbury Financial Services Inc

2014 - 2021 (7 years)

Voya Financial Advisors

2012 - 2014 (2 years)

Ing Financial Partners, Inc

Disclosures

John Watson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

David Deuel
Clarkston, MI
Christopher Cone
Tulsa, OK
David Paulson
Tulsa, OK
Tamara Frattarelli
Saint Paul, MN
Michael Martin
Brandon, FL
Raymond Chera
Brooklyn, NY
Michael Sayre
Midvale, UT
Grant Messner
Lees Summit, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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