Jason Woodburn

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2019 → 08/2024
  Wells Fargo Advisors Financial Network, Llc
  Fort Lauderdale, FL
• 06/2012 → 08/2017
  Westminster Academy
  Fort Lauderdale, FL
• 06/2018 → 08/2018
  Brown And Brown Insurance
  Fort. Lauderdale, FL
• 08/2015 → 05/2019
  Florida Atlantic University
  Boca Raton, FL
• 08/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Lauderdale, FL
• 03/2025 → Present
  Palm Beach Gardens Fire Rescue
  Palm Beach Gardens, FL
• 11/2024 → 01/2025
  Acts Retirement Life Communities
  Boca Raton, FL

Previous Registrations

• 2020-08-26 → 2024-08-27
  Wells Fargo Advisors Financial Network, Llc
  Fort Lauderdale, FL

Other Businesses

I am a Firefighter Paramedic for the city of Palm Beach Gardens Fire Rescue.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-25

Other Names

• Jason Woodburn
• Jason Grant Woodburn