Joseph Daniel Woodland

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2013 → Present
  Raymond James Financial Services
  Bellevue, WA
• 01/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Bellevue, WA
• 10/2013 → Present
  Investment Associates, Inc. Dba The Wormeli Group
  Bellevue, WA
• 10/2013 → Present
  Nvestment Assoc , Inc. Dba The Wormeli Group
  Bellevue, OR

Other Businesses

(1)Name of Business: Investment Associates, Inc. DBA The Wormeli Group Address: 40 Lake Bellevue Dr Ste 280, Bellevue, WA, 98005, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Development/Administrative

Exams

• S66 Uniform Combined State Law Examination
  2015-12-23