Jonathan Frank Woodward

Employer firm

Pulliam Family Office, LLC CRD 338839

$142M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 10/2025
  Bmo Bank Na
  Crested Butte, CO
• 07/2015 → 06/2017
  Bancwest Investment Services
  Crested Butte, CO
• 09/2018 → 07/2023
  Bancwest Investment Services, Inc.
  Crested Butte, CO
• 07/2023 → 10/2025
  Lpl Financial Llc
  Crested Butte, CO
• 01/2026 → Present
  The Leaders Group Inc: Dba Simplicity Investments
  Summit, NJ
• 10/2025 → Present
  Pulliam Family Office
  Crested Butte, CO

Previous Registrations

• 2023-07-19 → 2025-10-23
  Lpl Financial Llc
  Breckenridge, CO
  Frisco, CO
  Gunnison, CO
  Fraser, CO
  Centennial, CO
  Salida, CO
  Crested Butte, CO
  Fort Mill, SC
  Gunnison, CO
• 2018-10-12 → 2023-07-19
  Bancwest Investment Services, Inc.
  Montrose, CO
  Gunnison, CO
  Salida, CO
  Silverthorne, CO
  Frisco, CO
  Breckenridge, CO
  Crested Butte, CO
  Mt. Crested Butte, CO
  Trinidad, CO
  Fraser, CO
• 2015-07-23 → 2017-06-09
  Bancwest Investment Services, Inc.
  Mt. Crested Butte, CO
  Mt. Crested Butte, CO
  Crested Butte, CO
• 2012-03-08 → 2013-10-08
  First Citizens Investor Services, Inc.
  Durham, NC
  Boone, NC
  Boone, NC
• 2011-01-04 → 2011-06-29
  Synovus Securities, Inc.
  Huntsville, AL
  Columbus, GA
• 2008-03-24 → 2010-07-19
  Wells Fargo Clearing Services, Llc
  Greenville, SC
  Newland, NC
  Charlotte, NC

Other Businesses

1) JDUB, LLC; NOT INVESTMENT RELATED; 325 PASHUTA DR, GUNNISON, CO; BUSINESS CONSULTING / SUPPORT SERVICES; OWNER; APRIL 1, 2026; 40 HRS/WK DURING SECURITIES TRADING HOURS; PROVIDE BUSINESS / SUPPORT SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-21
• S63 Uniform Securities Agent State Law Examination
  2007-12-06

Other Names

• Jon Frank Woodward
• Jonathan Woodward