Justin Woodbury has been an investment adviser representative at Senior Tax Advisory Group since November 2024, and is not listed among the firm’s executive officers or direct owners.
Senior Tax Advisory Group, Inc is a Colorado Springs, CO firm with $123M under management, 802 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Investment adviser representative registrations
Justin Woodbury is registered as an investment adviser representative in Colorado, since November 2024.
- ColoradoSince 4 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Justin Carter Woodbury
- CRD
- 8004672
- Firm
- Senior Tax Advisory Group · CRD 318058
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Woodbury work?
Justin Woodbury is an investment adviser representative registered through Senior Tax Advisory Group, Inc since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Justin Woodbury a financial advisor?
Yes. Justin Woodbury has a current investment-adviser registration in Colorado, through Senior Tax Advisory Group since November 2024.
How many years of experience does Justin Woodbury have?
Justin Woodbury has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Justin Woodbury passed?
Justin Woodbury passed the Series 65 in July 2024.
Is Justin Woodbury registered with FINRA?
No. Justin Woodbury has no current broker registration.
How can I verify Justin Woodbury’s record?
Search CRD 8004672 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Woodbury’s full registration record.
