TrueAdvisor
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JW
CFP
JW
CFP

Jeffry Woodcock

Ameriprise Financial Services, LLC
28 Years of Experience
Live Oak, TX
Broker
View SEC Summary
View SEC Summary

Jeffry Woodcock is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Live Oak, TX, with 28 years of industry experience. Jeffry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 IKEA-RBFCU Pkwy, Live Oak, TX, 78233-2792

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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 Activities

Jeffry works for Randolph Brooks FCU since 2021. This takes about 60 hours per month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLC
August 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
August 2015 - September 2021 · 6 yrs 1 mo
CUNA Brokerage Services, INC.
July 2015 - September 2021 · 6 yrs 2 mos
Jeff's Investment Group, LLC.
January 2009 - July 2014 · 5 yrs 6 mos
Raymond James & Associates, INC.
March 2005 - December 2008 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
February 2005 - December 2008 · 3 yrs 10 mos
Linsco/private Ledger CORP.
July 2003 - September 2004 · 1 yr 2 mos
Linsco/private Ledger CORP.Broker
July 2003 - September 2004 · 1 yr 2 mos
USAA Investment Management Company
May 1997 - June 2003 · 6 yrs 1 mo
USAA Investment Management CompanyBroker
May 1997 - June 2003 · 6 yrs 1 mo
Nylife Securities INC.Broker
October 1995 - December 1995 · 2 mos
State Registrations18 states
AZCAFLGAILKSMIMONCNHNMNVOKORSCTXVAWA
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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