Unclaimed Profile

Jessica Woods

PORTFOLIO ADVISORS, INC.·FRESNO, California

Clean recordPORTFOLIO ADVISORS, INC.

7571 N. REMINGTON AVE., STE. 105, FRESNO, CA 93711-5799CRD# 6031942Firm CRD# 106111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Woods · FRESNO, CA

Registration

CRD #6031942 · PORTFOLIO ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jessica Woods is a registered financial advisor based in FRESNO, California, affiliated with PORTFOLIO ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PORTFOLIO ADVISORS, INC.

AUM

$206M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PORTFOLIO ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 6031942

Firm CRD# 106111

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jessica Woods offer?

Jessica Woods specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.

What are Jessica Woods's credentials?

Jessica Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Woods located?

Jessica Woods is based in FRESNO, California, working with PORTFOLIO ADVISORS, INC.. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Jessica Woods charge for services?

Jessica Woods's firm is compensated through percentage of aum, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO ADVISORS, INC.?

PORTFOLIO ADVISORS, INC. has approximately 6 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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