SW
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Sandra Woods

22 Years of Experience
St. Louis, MO
1 DisclosureBroker

Sandra Woods is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 22 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

12555 Manchester Road, St. Louis, MO, 63131

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History

Regulatory History (1)
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Criminal
April 1997
Final Disposition
Other Business Activities

Sandra owns rental property in North Port, Florida, since 2025. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Edward Jones
March 2025 - Present · 1 yr 2 mos
Edward JonesBroker
June 2012 - Present · 13 yrs 11 mos
Edward Jones
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Edward Jones
June 2023 - December 2024 · 1 yr 6 mos
Edward Jones
June 2020 - December 2021 · 1 yr 6 mos
Edward JonesBroker
February 2010 - June 2010 · 4 mos
Wachovia Securities, LLCBroker
January 2008 - November 2008 · 10 mos
Wachovia Securities, LLC
January 2008 - November 2008 · 10 mos
A. G. Edwards & Sons, INC.
February 2007 - January 2008 · 11 mos
A. G. Edwards & Sons, INC.Broker
February 2007 - January 2008 · 11 mos
Invest Financial Corporation
March 2006 - March 2007 · 1 yr
Invest Financial CorporationBroker
March 2006 - March 2007 · 1 yr
Amerifirst Capital CORP.Broker
August 2005 - December 2005 · 4 mos
Robert W. Baird & CO. IncorporatedBroker
February 2005 - August 2005 · 6 mos
A. G. Edwards & Sons, INC.Broker
July 2000 - January 2005 · 4 yrs 6 mos
State Registrations49 states
AKALARCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.