Jason Woodard
Jason Woodard is a registered investment advisor at Allstate Financial Advisors, LLC, based in Northglenn, CO, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
11152 Huron St Ste 215, Northglenn, CO, 80234-4321
Get directionsHistory
Regulatory History (3)
Financial
December 2025Judgment / Lien
August 2025Customer Dispute
August 2016Other Business Activities
Jason works as a sales process consultant, providing guidance to agents and sales producers, dedicating a few hours per week. He is also a member of JJJ Consulting LLC, consulting for agency owners and staff, spending a few hours per week on this and about 10-20% of his time on securities trading hours. Jason also owns a second home in Nebraska and is selling off his sports card collection, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations16 states
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.