Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
27yrs
David Woods is a fiduciary financial advisor in Columbus, Ohio, with 27 years in the industry. David joined J.P. Morgan Securities in 2021, after a year at Bankers Life Advisory Services and eight years at PNC Wealth Management. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 8% by experience at J.P. Morgan Securities
Office1111 Polaris Parkway, Floor 3j, Columbus, OH 43240
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- Sep 2020 – Nov 2021Bankers Life Advisory Services, Inc.Previously
- 2012 – 2020PNC Wealth Management LLCPreviously
- 2008 – 2012U.S. Bancorp Investments, Inc.Previously
Contact David
Local office(614) 248-4827Ask for David. (800) 999-2000Main office · New York, NY 1111 Polaris Parkway, Floor 3jColumbus, OH 43240Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (614) 248-4827 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for David Woods.
How long has David been a financial advisor?
David has been in the industry since 1999, about 27 years. Top 8% by experience at J.P. Morgan Securities.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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