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ChFC
JW
ChFC

Jeffrey Woodward

G. A. Repple & Company
38 Years of Experience
Oviedo, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Woodward is a ChFC-designated registered investment advisor at G. A. Repple & Company, based in Oviedo, FL, with 38 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 3,207 clients with $720M in assets under management.

G. A. Repple & Company
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,207 clients
Average Client Portfolio
$223K average
Assets Under Management
$716.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$75
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees vary by program, ranging from 0.25% to 2.75% maximum depending on the specific advisory program and account type selected. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

376 North Central Ave., Oviedo, FL, 32765

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey works as a financial advisor offering securities, variable insurance, and financial planning, dedicating nearly full-time hours to this. He also works as an insurance agent selling fixed insurance, spending about a quarter of his time on this activity.

Employment History
Current Registrations
G. A. Repple & Company
April 1991 - Present · 35 yrs 6 mos
G. A. Repple & CompanyBroker
April 1991 - Present · 35 yrs 6 mos
Previous Registrations
Fenner Financial, INC.Broker
July 1988 - November 1989 · 1 yr 4 mos
Shubert Rizor Securities, INC.Broker
November 1987 - April 1988 · 5 mos
Travelers Equities Sales, INC.Broker
May 1987 - July 1987 · 2 mos
International Assets Advisory CorporationBroker
February 1987 - November 1987 · 9 mos
Travelers Equities Sales, INC.Broker
February 1986 - February 1987 · 1 yr
State Registrations13 states
ALCAFLGAMAMDMENCNYSCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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