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Jeffery Shawn Woodford

Keybanc Capital Markets Inc.

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About Jeffery Shawn Woodford

Jeffery Shawn Woodford has been in the securities industry since February 11, 1987. Jeffery currently works as a Registered Representative at Keybanc Capital Markets Inc., a firm located in New York, NY. Jeffery has experience at several other firms including JANNEY MONTGOMERY SCOTT LLC, CITIGROUP GLOBAL MARKETS INC., CREDIT SUISSE FIRST BOSTON CORPORATION, UBS SECURITIES LLC, SMITH BARNEY INC., RAYMOND JAMES & ASSOCIATES, INC., and TUCKER ANTHONY INCORPORATED.

Firm Information

Jeffery Woodford is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffery Woodford’s Registration & Firm History

NY

07/11/2014 - Present

Keybanc Capital Markets Inc. (New York NY)

NY

05/04/2009 - 07/28/2014

JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)

NY

03/26/1999 - 05/13/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/01/1998 - 03/19/1999

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NY

03/26/1997 - 04/22/1998

UBS SECURITIES LLC (NEW YORK NY)

NY

09/17/1993 - 03/14/1997

SMITH BARNEY INC. (NEW YORK NY)

FL

09/22/1992 - 08/10/1993

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MA

12/03/1986 - 09/04/1992

TUCKER ANTHONY INCORPORATED (BOSTON MA)

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Licenses & Designations

BC

Issued 12/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2007

Series 4 - Registered Options Principal Examination

BC

Issued 01/07/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffery Shawn Woodford.
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