Jonathan Woodruff
Jonathan Woodruff is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MO, with 6 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2415 Carter Lane Suite 101, Columbia, MO, 65201
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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.
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Jonathan operates under the DBA CCR Wealth Management, providing financial services, dedicating full-time hours to this endeavor. He also owns Taco's Properties LLC, managing rental property with minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 states
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