Joshua Woodbury, financial advisor Saint George UT
89 score

Joshua Woodbury

CRD Number: 5445806
Current Firm: Raymond James Financial Services Advisors, Inc.

Joshua Woodbury (CRD# 5445806) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint George, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Real Estate Enterprises Washington, UT May 2015 - Current 1
Woodbury Corporate Enterprises/the Tax Company St George, UT May 2015 - Current 1
Woodbury Enterprises/plan Administrators St. George, UT May 2015 - Current 1
Abby Jane Rentals Washington, UT May 2015 - Current 1
Raymond James Financial Services, Inc. St. George, UT May 2014 - Current 2
Raymond James Financial Services Advisors Inc. St. George, UT May 2014 - Current 2
The Tax Company St. George, UT Feb 2009 - Current 7
Raymond James Financial Services, Inc. St. George, UT Mar 2014 - May 2014 < 1
Wells Fargo Bank, N.a. St. George, UT Mar 2008 - Feb 2009 < 1
Wells Fargo Investments, LLC St. George, UT Apr 2008 - Jan 2009 < 1
Edward Jones St Louis, MO Oct 2007 - Feb 2008 < 1
Wells Fargo Bank Logan, UT Mar 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Joshua H. Woodbury
Phone Number: 727-567-5877
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
  • Other
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
89
Clean Record
This advisor has a clean track record with regulators.

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