JW
Jason A. Woodard
ALLSTATE FINANCIAL ADVISORS
Northglenn, CO 80234-4321
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CRD#: 4245733
JW
Professional summary
Jason Anthony Woodard, who also goes by Jason A Woodard, Jason Woodard, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Northglenn, Colorado and ALLSTATE FINANCIAL SERVICES, LLC located in Northglenn, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason A Woodard | Jason Woodard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JASON WOODARD POSITION: Consultant NATURE: Sales Process Consultant - Nothing client facing or customer specific. This will never involve me meeting with any customers, but only consulting for agents, LSPs, and other front line sales producers. Most of my consultations will be conducted over the p INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2015 ADDRESS: 10649 St. Paul Ct., Northglenn CO 80233, United States DESCRIPTION: I have been approached by a number of EAs and EFSs from across the country asking me for professional help and assistance in developing advanced procedures for screening customers for financial services appointments, helping with the "How" of managing a f JJJ CONSULTING LLC POSITION: Member NATURE: There are 2 other PFRs, and myself whom will be combining resources to consult for agency owners and staff ONLY, specific to the ALR product and strategic shelf. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 20 START DATE: 07/31/2018 ADDRESS: 10465 Melody Dr., Ste 117, Northglenn CO 80234, United States DESCRIPTION: I will help develop and have already developed training curriculum and help with the rollout of the training strategies once the program is ready to launch 1405 AVE H POSITION: Owner NATURE: I am purchasing a second home in Nebraska. My residential address and office address will not be changing. A parent will be occupying this home full time and will be paying partial rent and utilities monthly. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2022 ADDRESS: 1405 Ave H, Scottsbluff NE 69361, United States DESCRIPTION: Maintenance and general care of second home JASON WOODARD POSITION: Collector NATURE: Selling off my older sports card collection INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2024 ADDRESS: 10649 St Paul Ct, Northglenn CO 80233, United States DESCRIPTION: Listing and selling sportscards
CRS (Client Relationship Summary) - RIA
Click below to view Jason Anthony Woodard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 16, 2009 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 11152 Huron St Ste 215, Northglenn, CO 80234-4321RIA
CRD#: 109524
Northglenn, CO
Current
March 26, 2009 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 11152 Huron St Ste 215, Northglenn, CO 80234-4321BD
CRD#: 18272
Northglenn, CO
Past
June 22, 2006 - February 11, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DENVER, CO
Past
November 7, 2000 - February 11, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BROOMFIELD, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/30/2013)
RR
California(9/11/2017)
RR
Colorado(3/26/2009)
IAR
Colorado(7/16/2009)
RR
Florida(5/6/2021)
RR
Idaho(1/6/2023)
RR
Illinois(8/2/2023)
RR
Indiana(2/27/2019)
RR
Kansas(10/31/2024)
RR
Maryland(9/11/2017)
RR
Massachusetts(5/31/2023)
RR
Missouri(6/9/2020)
RR
Montana(7/6/2022)
RR
Nebraska(7/12/2013)
RR
New Hampshire(5/31/2023)
RR
North Carolina(6/9/2020)
RR
North Dakota(10/12/2015)
RR
Oregon(1/4/2017)
RR
Pennsylvania(12/11/2020)
RR
South Dakota(9/1/2023)
RR
Texas(9/11/2017)
RR
Washington(8/28/2009)
RR
Wyoming(5/20/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524Northglenn, CO 80234-4321TRUST BUT VERIFY
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