Jared Woodward

Current Employers

Employment History

• 02/2014 → Present
  Keith Meyers Inc.
  Cannon Falls, MN
• 02/2014 → Present
  Advanced Financial Consultants
  Rochester, MN
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Cannon Falls, MN
• 11/2018 → 06/2023
  Royal Alliance Associates, Inc.
  Cannon Falls, MN
• 06/2023 → Present
  Osaic Wealth, Inc.
  Cannon Falls, MN

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Cannon Falls, MN
  Rochester, MN
• 2014-11-25 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cannon Falls, MN
  Rochester, MN

Other Businesses

1. KEITH MEYERS INC. POSITION: Insurance Agent NATURE: Financial Services Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/01/2014 ADDRESS: 108 North 4th Street, Cannon Falls MN 55009, United States DESCRIPTION: Insurance Services 2. KEITH MEYERS INC.- SECURITIES POSITION: Investment Advisor Representative NATURE: Financial Services Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2014 ADDRESS: 108 North 4th Street, Cannon Falls MN 55009, United States DESCRIPTION: Business and Investment Services 3. KEITH MEYERS INC. - EMPLOYEE POSITION: Investment Advisor Representative NATURE: Financial Services Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2014 ADDRESS: 108 4th Street North, P.O Box 301, CANNON FALLS MN 55009, United States DESCRIPTION: Business and Investment Services 4. ADVANCED FINANCIAL CONSULTANTS POSITION: Financial Advisor NATURE: Local Agency Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 2770 Commerce Drive NW, Rochester MN 55901, United States DESCRIPTION: Investment Advisor Representative 5. FIRST ENGLISH LUTHERAN CHURCH POSITION: Council Member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2026 ADDRESS: 511 Belle Street, Cannon Falls MN 55009, United States DESCRIPTION: Board member of our local church. Duties include voting on projects that need to be completed. Writing up job descriptions for open positions and approving. Discussion about ongoing issues within the church. Being an advocate and an intermediary to the pastor. responsible for planning, implementing, and evaluating its mission, ministry, and daily operations. Guide spiritual direction, manage property affairs, oversee staffing issues/openings, and ensure the church's activities align with its vision for outreach and nurturing.7. Strategic Planning & Mission:Defining and pursuing the church's vision, such as making disciples or community outreach. Financial & Property Oversight:Managing the budget, approving expenditures, maintaining property. Administrative Leadership:Overseeing church programs (nurture, outreach, witness), setting policies, and evaluating effectiveness. Communication & Reporting:Serving as a bridge between committees and the congregation, providing reports at annual meetings. 6. CANNON FALLS SCHOOLS POSITION: Finance Committee Member NATURE: A School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 820 Minnesota Street, Cannon Falls MN 55009, United States DESCRIPTION: Finance Committee board member. Recommend and discuss the schools budget and appropriation of funds. Recommendations are then heard by the school board and decided on, they do not have to take our recommendations. The board is not elected but volunteer and is made up by community members that have experience in finance and business owners. We discuss when the school has to complete cuts and or hires, hear from the superintendence, business manager and principal's on what needs and requirements are from the state, again making recommendations to the school board for them to approve or veto.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-25

Designations