TrueAdvisor
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RJ
RJ

Richard Jankus

Woodstock Wealth Management, INC.
30 Years of Experience
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Woodstock Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,538 clients
Average Client Portfolio
$410K average
Assets Under Management
$629.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

250 River Park North Drive, Woodstock, GA, 30188

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010
Closed-No Action
Customer Dispute
June 1998
Settled
Customer Dispute
March 1998
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is the President and CEO of Winston Cooper, Inc., a non-securities related insurance agency, dedicating minimal time. He also manages entertainment activities for his daughters and himself, works as a Realtor Associate, is a Director for Woodstock Holdings, Inc., and is the Secretary for Xcel Mentoring Network, Inc.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Woodstock Financial Group, INC.
August 2008 - November 2018 · 10 yrs 3 mos
Woodstock Financial Group, INC.Broker
November 1999 - December 2019 · 20 yrs 1 mo
Fairchild Financial Group, INC.Broker
August 1998 - November 1999 · 1 yr 3 mos
Iar Securities CORP.Broker
August 1997 - August 1998 · 1 yr
Investors Associates, INC.Broker
August 1995 - May 1997 · 1 yr 9 mos
Sovereign Equity Management CORP.Broker
January 1995 - October 1995 · 9 mos
Stratton Oakmont INC.Broker
November 1994 - January 1995 · 2 mos
State Registrations3 states
FLNCTX
Advisor
Exams
No exam information available for this advisor.