Joshua Woodford, financial advisor Moorestown NJ
90 score

Joshua Woodford

CRD Number: 5890865
Current Firm: Bridgers Wealth Management, LLC

Joshua Woodford (CRD# 5890865) is an Investment Advisor Representative working at Bridgers Wealth Management, LLC in Moorestown, NJ and has over 6 years of experience in the finance industry.

Similar Advisors
Jeffrey Jones, financial advisor Moorestown NJ
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Similar Advisors
Richard Welch, financial advisor Moorestown NJ
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Similar Advisors
Steven Boorstein, financial advisor Moorestown NJ
Steven A. Boorstein
CRD# 3179971
Rockcrest Financial LLC
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2016 - Current 2
Bridgers Wealth Management Moorestown, NJ Nov 2015 - Current 2
Lane Bridgers Moorestown, NJ Aug 2012 - Nov 2015 3
Morgan Stanley Smith Barney Philadelphia, PA Feb 2011 - Jul 2012 1
Ksw Marketing Mount Laurel, NJ Aug 2010 - Feb 2011 < 1
Pure Marketing Concepts Mount Laurel, NJ Jul 2007 - Aug 2010 3
Choice Promotional Group Norristown, PA Oct 2006 - Jul 2007 < 1
Phoenix Promotional Group Security Square, MD Feb 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Joshua B. Woodford
Phone Number: 856-500-2900
Registered State(s):
  • MD
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.