Richard Jankus

Woodstock Wealth Management, INC.

30 Years of Experience

3 DisclosuresSells 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

250 River Park North Drive, Woodstock, GA, 30188

Get directions

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 Report How 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.