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Thomas W

Series 63, Series 66

Lompoc, CA

Edward Jones

Thomas Woodard III is a financial advisor with Edward Jones in Lompoc, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes nearly a decade with various State Farm insurance agencies before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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David H

Series 66

Lompoc, CA

Edward Jones

David Harridge is a Series 66-licensed financial advisor with Edward Jones in Lompoc, California, where he has worked since 2017. He has eight years of industry experience, including four years at Shionogi, Inc. Outside of finance, Harridge is involved with Opera Santa Barbara, where he has performed for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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