Thomas Woodard
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesJul 2024 to now
- Julia Tipolt State Farm Insurance AgencyApr 2024 to Jul 2024
- Mark Jackson State FarmSep 2022 to Apr 2024
- Courtney Morrow State Farm Insurance AgencyJan 2022 to Sep 2022
- Kait Hamilton Insurance AgencyJun 2021 to Sep 2022
- Kory Robertson Insurance AgencyApr 2012 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6659591
- Firm CRD
- 250