Jonathan Wood (CRD# 4781185) is an Investment Advisor Representative working at Primerica Advisors in Abilene, TX and has over 18 years of experience in the finance industry.
CRD# 3159040
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1513684
Osaic Wealth, Inc.
CRD# 4924792
William Madison Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Abilene, TX | Aug 2005 - Current | 18 |
| Primerica Financial Services | Abilene, TX | Oct 2003 - Current | 20 |
| Psns And Imf | Bremerton, WA | Apr 2019 - Jan 2021 | 1 |
| Dcmae/ Civil Service | San Antonio, TX | Aug 2014 - Apr 2016 | 1 |
| Ca Ang/ Usaf | Moffett Field, CA | Mar 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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