Bbva Wealth Solutions Inc

Investment Advisor
in Austin, TX

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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

Series 63, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets



Office Location

5800 North Mopac Expressway
Austin, TX 78731

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

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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.

2013 - Present (9 years)

Bbva Securities Inc

2012 - Present (10 years)

Bbva Wealth Solutions Inc

2010 - Present (12 years)

Compass Bank

2010 - Present (12 years)

Bbva Compass Insurance Agency Inc

2011 - 2013 (2 years)

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

Andrea Reyes Pineda
Houston, TX
Hector Llanas
Weslaco, TX
Daniel Trank
Jacksonville, FL
Diana Mirabal
Miami, FL
Kevin Witowich
Carlsbad, CA
Salomon Lahana
Sugar Land, TX
Sarah Black
Birmingham, AL
Nicholas Konecny
Birmingham, AL

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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