Jonathan
Woodford

Bbva Wealth Solutions Inc

CRD#2321221
Investment Advisor
in Austin, TX
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About this Advisor

Jonathan Woodford is a chartered financial consultant who works in Austin, Texas, who has been in the advisory business for 18 years. Woodford is an advisor for Bbva Wealth Solutions Inc. Over the course of their career, Woodford has held roles at Bbva Wealth Solutions Inc, Cramer And Associates, Compass Bank, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc and Bbva Compass Insurance Agency Inc. Woodford maintains a Series 63 license, designating them as a securities broker, and can advise clients in Texas. Bbva Wealth Solutions Inc is an advisory firm that has its headquarters in Austin, Texas. The firm has offices in 667 locations and a total of 393 financial advisors. It manages $678 million in assets across its 2,310 customer accounts, making it one of the larger firms in the country by assets under management. The firm serves one charities and foundations. Of its 2,310 accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

18 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

Disclosures

No

Office Location

5800 North Mopac Expressway
Austin, TX 78731

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$784,528,026

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

392

TX Average: 49
Total Number of Accounts

2,980

TX Average: 2,315
Average Account Size

$263,264

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 18 years of experience.

2013 - Present (6 years)

Bbva Securities Inc

2012 - Present (7 years)

Bbva Wealth Solutions Inc

2011 - 2013 (2 years)

Bbva Compass Investment Solutions, Inc

2010 - Present (9 years)

Compass Bank

2010 - Present (9 years)

Bbva Compass Insurance Agency Inc

2000 - 2010 (10 years)

Cramer And Associates

Disclosures

Jonathan Woodford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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