CRC conferred by InFRE®.
Jason Woodall has over 20 years of Financial Services Industry experience. Prior to starting his firm, Jason held management, and executive management positions with a leading national financial services company. In 2009 seeing a need to provide clients with personalized advice, Jason formed Woodall and Associates LLC, an independent firm, utilizing LPL Financial as the Broker/Dealer. Jason provides individualized financial advice and services while striving to maintain close client relationships.
Jason is a Certified Retirement Counselor®, and currently holds professional registrations including Series 7 General Securities Representative as well as series 6, 65, and 63 Registrations through LPL Financial. Jason is also licensed in Florida for Life, Health, Variable Contracts, Property and Casualty insurances.
Jason moved to Florida in 1988 and has lived in Central Florida since 1990. Jason presently lives in Weirsdale, FL. with his wife, Renee, and his two daughters. Jason enjoys outdoor activities, including fishing, and hunting in his personal time. Jason is active with the Central Florida United Way and Habitat for Humanity.
Summary
Experienced, determined, results-focused professional with strong qualifications honed over extensive years
of continuous service in diverse areas including sales generation and execution, business management
applications, market analysis, associate development, operational excellence. Skilled negotiator and strategist
with comprehensive experience in problem resolution, economic, and business functions all in time-critical,
fast-paced, and high-volume settings. Effective at exhibiting leadership, organizational, and problem solving
skills to achieve company results; skilled in creating and implementing effective strategies to help improve
productivity, reduce costs, and capture overall company goals.