Jason Woods
DEW Wealth Strategies · Clayton, Missouri
Jason Woods is a fee-only financial advisor at DEW Wealth Strategies in Clayton, Missouri, who holds the CFP credential. DEW Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DEW Wealth Strategies |
|---|---|
| Based in | Clayton, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.7M across 132 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 2975273 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.dewwealthstrategies.com |
How Jason's firm compares
- DEW Wealth Strategies's average account is about $717,000, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Jason
Is Jason Woods a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and DEW Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, DEW Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Woods based?
Jason Woods is based in Clayton, Missouri.
What credentials does Jason Woods hold?
Jason Woods holds the CFP credential.
Is Jason Woods registered with the SEC?
Yes. Jason Woods is registered as an investment adviser representative in MO (CRD 2975273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does DEW Wealth Strategies manage?
DEW Wealth Strategies reports $94.7M across 132 accounts in assets under management.
How do I contact Jason Woods?
Through Jason's website, www.dewwealthstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Clayton
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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