JW
JW

Jodi Woodruff

28 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance

Jodi Woodruff is a registered investment advisor, based in Austin, TX, with 28 years of industry experience.

Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

Get directions

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.
Regulatory
March 2007
Final
Other Business ActivitiesSells Insurance

Jodi is a co-owner of Woodruff Financial Consultants, Inc., which facilitates securities, advisory, and insurance business, taking up most of her time. She also sells fixed insurance and is a sole proprietor buying/selling collectibles and a representative selling jewelry.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
November 2004 - September 2025 · 20 yrs 10 mos
Commonwealth Financial NetworkBroker
November 2004 - September 2025 · 20 yrs 10 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Wachovia Securities, LLC
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities Incorporated
August 1997 - July 2003 · 5 yrs 11 mos
Prudential Securities IncorporatedBroker
July 1997 - July 2003 · 6 yrs
State Registrations14 states
ALCODCFLGAINLAMTOKTXUTVAWAWY
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.
Jodi Woodruff - Financial Advisor | TrueAdvisor