James Woodruff
James Woodruff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ballinger, TX, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
719 Strong Ave, Ballinger, TX, 76821
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James services health insurance originally sold by his wife, dedicating minimal time to it, and receives trails on previously sold products. He also dedicates minimal time to paying bills for Raw Development and a few hours per week to paying bills and overseeing repairs for Westex Rentals Ltd. James spends about 10-20% of his time overseeing day-to-day operations for Woodruff Wealth Management Inc.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward JonesBroker
Partners Securities, INC.Broker
Aal Capital Management CorporationBroker
State Registrations28 states
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