David Woods, financial advisor Lake Isabella CA

David Woods

CRD Number: 7505261
Current Firm: Edward Jones

David Woods (CRD# 7505261) is an Investment Advisor Representative working at Edward Jones in Lake Isabella, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2022 - Current 2
Dermapen Salt Lake City, UT May 2020 - Jan 2022 1
Bakersfield Elite Martial Arts Bakersfield, CA Jan 2001 - Jan 2022 21
@aestheticamd San Diego, CA Mar 2020 - Dec 2021 1
Accuvein Cold Spring Harbor, NY Jun 2019 - Dec 2021 2
Medresults Glendale, CA May 2019 - Dec 2021 2
Stratpharma San Diego, CA Jan 2019 - Dec 2021 2
Elias Group Los Angeles, CA Sep 2019 - Apr 2020 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2022
Contact Info for David S. Woods
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, WY

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