linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Terrance Lee Woodfield

Edward Jones

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terrance? Claim Your Profile

About Terrance Lee Woodfield

Terrance Lee Woodfield is a financial advisor with Edward Jones. Terrance has over 25 years of experience in the financial services industry. Terrance is licensed to offer financial advice in Arizona, Arkansas, Colorado, Illinois, Massachusetts, Texas, and Utah. Terrance has passed the Series 63, Series 65, Series 66, Series 4, Series 53, Series 24, Series 52TO, Series 7, and SIE exams. Terrance has previously worked for Charles Schwab & Co., Inc. and AXA Advisors, LLC. Terrance specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Terrance Woodfield is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

See schedule d - miscellaneous

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terrance Woodfield’s Registration & Firm History

AZ

12/01/2015 - Present

Edward Jones (TEMPE AZ)

AZ

01/18/2013 - 07/28/2015

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

NY

12/13/2007 - 01/07/2013

AXA ADVISORS, LLC (WILLIAMSVILLE NY)

NY

09/20/2004 - 11/15/2007

AXA ADVISORS, LLC (WILLIAMSVILLE NY)

NY

04/30/2001 - 09/20/2004

AXA ADVISORS, LLC (NEW YORK NY)

TX

02/14/2000 - 03/16/2001

WESTMORELAND CAPITAL CORPORATION (ARLINGTON TX)

SC

08/21/1997 - 09/08/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MO

03/01/1994 - 08/21/1997

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

Not sure if Terrance Lee Woodfield is right for you?

Licenses & Designations

IA

Issued 09/08/2004

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2015

Series 4 - Registered Options Principal Examination

BC

Issued 12/12/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/27/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Terrance Lee Woodfield.
Not sure if Terrance Lee Woodfield is right for you?