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Jacqueline Woodson

Wells Fargo Advisors
33 Years of Experience
Jacksonville, FL
1 DisclosureBroker
View SEC Summary
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Jacqueline Woodson is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 33 years of industry experience. Jacqueline is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

5011 Gate Parkway, Suite 200 Building 100, Jacksonville, FL, 32256

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1979
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jacqueline is a notary public in Jacksonville, FL since 2013, notarizing documents. This requires minimal time and is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2013 - August 2023 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2013 - August 2023 · 10 yrs 1 mo
UBS Financial Services INC.
September 2005 - August 2013 · 7 yrs 11 mos
UBS Financial Services INC.Broker
September 2005 - August 2013 · 7 yrs 11 mos
UBS International INC.
June 2002 - September 2005 · 3 yrs 3 mos
UBS International INC.Broker
June 2002 - September 2005 · 3 yrs 3 mos
UBS Painewebber INC.Broker
January 1995 - June 2002 · 7 yrs 5 mos
UBS Painewebber INC.
January 1995 - June 2002 · 7 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
March 1994 - January 1995 · 10 mos
Prudential Securities IncorporatedBroker
August 1993 - February 1994 · 6 mos
State Registrations19 states
ALARCACOCTDEFLGAILINMDNCNENYPASCTXVAWA
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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