Johnathon Rocco Woodard
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2026 to now
- Cambridge Investment Research, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Jan 2026 to Aug 2026
- Vanguard Marketing CorporationJan 2026 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to Nov 2025
- Intentional Wealth SolutionsApr 2022 to Dec 2024
- Charles Schwab & Co., Inc.Jan 2021 to Jan 2022
- Buckeye InternationalOct 2020 to Oct 2020
- Riot Hospitality GroupApr 2019 to Jan 2020
- Arizona State UniversityJan 2018 to Aug 2020
- Scottsdale Community CollegeAug 2016 to Dec 2017
- Pga StoreMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7328473
- Firm CRD
- 134139