Jason Monte Woods

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-19
UT	RA	APPROVED	2010-03-22

TX RA
APPROVED_RES

Since 2018-12-19
UT RA
APPROVED

Since 2010-03-22

Branch Locations

755 West Highway 40, Vernal, UT 84078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2010	Present

01/2010 → Present

Edward Jones

St Louis, MO

Other Businesses

Real Estate Property Investments Vernal, UT Start date: 5/1/2010 owner Hours per week: 1 Hours during trading: 0 Purchase property from time to time and sell. Rental property Vernal, UT Start date: 12/1/2004 Owner Hours per week: 1 Hours during trading: 0 Maintain Property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-03-20

S66 Uniform Combined State Law Examination

2010-03-20

Other Names

Jason Woods
Jason Monte Woods

View on SEC IAPD