Terrance Lee Woodfield

CRD 2441700 · Edward Jones · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Jr Terrance Lee Woodfield; Terrance Lee Woodfield Jr; Terrance Lee Woodfield Jr.; Terry Woodfield

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 52TOSIESeries 7Series 4Series 53Series 24Series 65Series 66Series 63
Registered states (8): Arizona · Arkansas · Colorado · Massachusetts · Michigan · Oklahoma · Utah · Washington
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (11)

From the source registration record · current first

Edward JonesCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Edward JonesCurrent
Phoenix, AZ · IA capacity

start not retrieved → present
Edward JonesCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Edward JonesCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Edward JonesCurrent
Phoenix, AZ · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.
Phoenix, AZ · IA capacity

Jan 22, 2013 → Jul 28, 2015
Charles Schwab & Co., Inc.
Phoenix, AZ · BC capacity

Jan 18, 2013 → Jul 28, 2015
Axa Advisors, LLC
Williamsville, NY · BC capacity

Dec 13, 2007 → Jan 7, 2013
Axa Advisors, LLC
Williamsville, NY · IA capacity

Dec 12, 2007 → Jan 7, 2013
Westmoreland Capital Corporation
Fort Worth, TX · BC capacity

Feb 14, 2000 → Mar 16, 2001
Linsco/Private Ledger Corp.
Fort Mill, SC · BC capacity

Aug 21, 1997 → Sep 8, 1999

Source & corrections

Where this page comes from

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