Jonathan Frank Woodward
Investment adviser representative at Pulliam Family Office, LLC
11 yearsExperience
1 stateRegistered in
$141.7MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Leaders Group Inc: dba Simplicity InvestmentsJan 2026 to now
- Pulliam Family Office, LLCOct 2025 to now
- LPL Financial LLCJul 2023 to Oct 2025
- Bancwest Investment Services, Inc.Sep 2018 to Jul 2023
- Bancwest Investment ServicesJul 2015 to Jun 2017
- BMO Bank NAFeb 2015 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
Pulliam Family Office, LLC
$141.7MAssets managed
37Clients
2Advisers
Under 1 yearIn 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
- 5418719
- Firm CRD
- 338839