Kerri Woodsum is a registered investment advisor, based in Juneau, AK, with 17 years of industry experience.
Location
2231 Jordan Avenue, Juneau, AK, 99801
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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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Kerri is an associate/employee of Silvertree Collective and Willoughby Wealth Partners, both DBAs. Kerri spends about half her time on each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Edward Jones
July 2008 - October 2022 · 14 yrs 3 mos
Edward JonesBroker
July 2008 - October 2022 · 14 yrs 3 mos
State Registrations20 states
AKARAZCACODCFLIDILINMOMTNCNHNYORPATXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.