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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Woodruff is a financial advisor with over 20 years of experience in the financial services industry. He currently works with Equitable Advisors, LLC and is registered as a Registered Representative (Series 7) and Investment Advisor Representative (Series 65) in Indiana. Jason's previous experience includes working with Thrivent Investment Management, PFS Investments, J.P. Morgan Securities, Fifth Third Securities, Chase Investment Services, and other firms. Jason is also a Series 24 Principal and holds several other licenses. Jason provides financial advice and services to individuals, corporations, businesses, charitable organizations, and pension plans. He provides financial planning, portfolio management, and other services. He is a dedicated financial professional who is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
08/13/2019 - Present
Equitable Advisors, LLC (CARMEL IN)
IN
09/10/2018 - 05/31/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Carmel IN)
IN
04/25/2018 - 07/02/2018
PFS INVESTMENTS INC. (INDIANAPOLIS IN)
IN
07/31/2014 - 05/13/2016
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
MI
08/31/2009 - 08/25/2014
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
IN
07/06/2005 - 09/02/2009
CHASE INVESTMENT SERVICES CORP. (AVON IN)
IL
01/21/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
02/17/2000 - 12/02/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OH
01/04/1999 - 12/06/1999
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
07/02/1997 - 12/06/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/21/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
MI
08/05/1996 - 07/07/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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