John Joseph Woodward
Investment adviser representative at Principal Securities, Inc.
34 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Watermark Advisory Group LLCNov 2023 to now
- Watermark Employees Benefits LLCApr 2017 to now
- Principal Life Insurance CompanyDec 2014 to now
- Principal Securities, Inc.Jul 1992 to now
- Watermark Investment ServicesFeb 2008 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2266525
- Firm CRD
- 1137