Bbva Wealth Solutions Inc
About this Advisor
Jonathan Woodford is a chartered financial consultant based in Austin, Texas, who has been in the advisory business for 10 years. Woodford currently works for Bbva Wealth Solutions Inc. Woodford has gained experience at Bbva Wealth Solutions Inc, Compass Bank, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc and Bbva Compass Insurance Agency Inc. Woodford has a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in Texas. Bbva Wealth Solutions Inc is a firm based in Austin, Texas. The investment advisory business has offices in 661 locations and a total of 409 employees. It controls $1 billion in assets across its 3,416 client accounts, placing it among the bigger firms in the country by assets under management. The firm serves four charitable organizations. Of its 3,416 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. Bbva Wealth Solutions Inc performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Bbva Wealth Solutions Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Bbva Wealth Solutions Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Woodford Work History
Jonathan has 10 years of experience.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency Inc
Bbva Compass Investment Solutions, Inc
Jonathan Woodford has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bbva Wealth Solutions Inc
Sugar Land, TX
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