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 based out of Columbus, Ohio with 2 years of relevant experience. Watson works at Woodbury Financial Services, Inc. Their career trajectory has included roles at Ing Financial Partners, Inc, Voya Financial Advisors and Woodbury Financial Services Inc. Watson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 people on staff. It oversees $19 billion in assets among its 101,950 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a diverse assortment 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. A financial advisor's fees usually depend on the services offered. Fees billed by Woodbury Financial Services, Inc can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

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

$19,278,448,046

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

3,002

OH Average: 157
Total Number of Accounts

101,950

OH Average: 8,262
Average Account Size

$189,097

OH Average: $640,173

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 been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Woodbury Financial Services Inc

2014 - 2021 (7 years)

Voya Financial Advisors

2012 - 2014 (2 years)

Ing Financial Partners, Inc

*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 John Watson 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

Tyler Davidson
Overland Park, KS
Michael Kirkpatrick
Sparks, NV
Jennifer Schmidt
Cameron, WI
Richard Keel
Tulsa, OK
Leandro Fenster
Melville, NY
Gregory Casper
Sheboygan, WI
Christopher Simon
Mount Joy, PA
Gary Kostowski
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.

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