Jason Woodall
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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 fee
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
11 years in the industry.
- Ameriprise Financial Services, LLCDec 2024 to now
- Ameriprise Financial Services, LLCApr 2023 to Oct 2024
- Ameriprise Financial Services, LLCDec 2022 to Mar 2023
- Ameriprise Financial Services, LLCMar 2021 to Sep 2022
- UnemployedNov 2020 to Feb 2021
- Morgan StanleyAug 2019 to Oct 2020
- Soloman Page GroupJan 2019 to Aug 2019
- LyftDec 2018 to Mar 2020
- PostmatesFeb 2018 to Jan 2020
- Witron Integrated LogisticsFeb 2017 to Oct 2017
- UnemployedJun 2016 to Feb 2017
- UberJun 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7056345
- Firm CRD
- 6363