Jeffrey Hardesty
Jeffrey Hardesty is a registered investment advisor at Woodstock Wealth Management, INC., based in Dawsonville, GA, with 37 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.
Fee Estimator
Location
Dawsonville, GA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
Previous Registrations
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Schneider Securities, INC.Broker
Shamrock Partners, LTDBroker
Barkley-Lockman Investments INC.Broker
Ruff Securities CorporationBroker
Marshall & CO. Securities, INC.Broker
Blackstock & Landstreet, INC.Broker
Lane, Mcnally & Jackson, INC.Broker
Raymond James & Associates, INC.Broker
Hereth, Orr & Jones, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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