Jeffrey Jay Hardesty

Woodstock Wealth Management, INC.

36 Years of Experience

Sells Insurance

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

Dawsonville, GA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jeffrey is a licensed resident agent selling life, accident, sickness, and variable products as an independent agent since 1998. He dedicates minimal time to this activity, mainly focusing on term life insurance sales.

Employment History

Current Registrations

Woodstock Wealth Management, INC.

June 2018 - Present · 7 yrs 8 mos

Previous Registrations

Woodstock Financial Group, INC.

March 2009 - November 2018 · 9 yrs 8 mos

Woodstock Financial Group, INC.Broker

January 2009 - December 2019 · 10 yrs 11 mos

Waddell & Reed, INC.

March 2003 - January 2009 · 5 yrs 10 mos

Waddell & Reed, INC.Broker

September 1998 - January 2009 · 10 yrs 4 mos

Schneider Securities, INC.Broker

June 1992 - July 1992 · 1 mo

Shamrock Partners, LTDBroker

April 1992 - May 1992 · 1 mo

Barkley-Lockman Investments INC.Broker

November 1990 - March 1992 · 1 yr 4 mos

Ruff Securities CorporationBroker

May 1989 - February 1990 · 9 mos

Marshall & CO. Securities, INC.Broker

September 1987 - December 1988 · 1 yr 3 mos

Blackstock & Landstreet, INC.Broker

February 1987 - August 1987 · 6 mos

Lane, Mcnally & Jackson, INC.Broker

August 1986 - March 1987 · 7 mos

Raymond James & Associates, INC.Broker

January 1984 - September 1986 · 2 yrs 8 mos

Hereth, Orr & Jones, INC.Broker

May 1981 - December 1983 · 2 yrs 7 mos

State Registrations3 states

ALFLGA

Advisor

Exams

No exam information available for this advisor.