James Woodford, financial advisor Harrisonburg VA
90 score

James Woodford

CRD Number: 6149874
Current Firm: Edward Jones

James Woodford (CRD# 6149874) is an Investment Advisor Representative working at Edward Jones in Harrisonburg, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2013 - Current 3
Us Army Moneta, VA Dec 2012 - Mar 2013 < 1
Us Army Vicenza, Dec 2010 - Dec 2012 2
Us Army Heidelberg, Mar 2009 - Dec 2010 1
Us Army Fort Huachuca, AZ Sep 2008 - Mar 2009 < 1
Us Army Fort Stewart, GA Dec 2004 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for James M. Woodford
Phone Number: 314-515-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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