RJ
Richard Jankus
WOODSTOCK WEALTH MANAGEMENT
Palm Beach Gardens, FL
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CRD#: 2534528
RJ
Professional summary
Richard Jankus JR is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in Palm Beach Gardens, Florida.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Richard has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Winston Cooper, Inc.; Investment Related; Palm Beach Gardens, FL 33418; Non-Securities related insurance agency; President, CEO; started 05/25/2004; devotes approximately 2 hours a month which are not during trading hours; duties include President and CEO of Winston Cooper, Inc. - Insurance Agency writing non-securities related insurance. 2.Richard Jankus, personally; non-investment related; Palm Beach Gardens, FL 33418; Entertainment Management for daughters and myself; Manager; started 03/19/2012; devotes approximately 5 hours a month which 2 may be during trading hours; duties include going to casting calls and bookings for print and television commercials and acting. 3.Douglas Elliman Real Estate; non-investment related; 444 East Palmetto Park Road, Boca Raton, FL 33432; Buying and Selling Real Estate for the public; Realtor Associate; started 11/07/2016; devotes approximately 1 hours a month which 0 may be during trading hours; duties include buying and selling real estate for the public. 4. Xcel Mentoring Network, Inc.; 700 S Rosemary Square, Suite 204, West Palm Beach, Florida 33401; mentoring group; Secretary; started 1-8-2024; devotes approximately 2 hour a month of which none are during trading hours' duties include keeping corporate book of minutes and other duties.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Jankus JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 7, 2018 - Present
WOODSTOCK WEALTH MANAGEMENT, INC.
RIA
CRD#: 283472
Palm Beach Gardens, FL
Past
August 21, 2008 - November 9, 2018
WOODSTOCK FINANCIAL GROUP, INC.
RIA
CRD#: 38095
Palm Beach Gardens, FL
Past
November 15, 1999 - December 10, 2019
WOODSTOCK FINANCIAL GROUP, INC.
BD
CRD#: 38095
Palm Beach Gardens, FL
Past
August 7, 1998 - November 17, 1999
FAIRCHILD FINANCIAL GROUP, INC.
BD
CRD#: 21404
NEW YORK, NY
Past
August 21, 1997 - August 7, 1998
LEGEND MERCHANT GROUP, INC.
BD
CRD#: 5155
NEW YORK, NY
Past
August 31, 1995 - May 9, 1997
INVESTORS ASSOCIATES, INC.
BD
CRD#: 958
HACKENSACK, NJ
Past
January 23, 1995 - October 19, 1995
TUSCANY EQUITY MANAGEMENT CORPORATI0N
BD
CRD#: 20016
DEERFIELD BEACH, FL
Past
November 9, 1994 - January 19, 1995
STRATTON OAKMONT INC.
BD
CRD#: 18692
LAKE SUCCESS, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/7/2018)
IAR
North Carolina(9/24/2018)
IAR
Texas(1/2/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
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Contact information
Main Address
250 River Park North Drive, Woodstock, GA 30188
Mailing Address
Phone number
(800) 279-4468
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,834 |
| AUM (Assets Under Management) | $ 629,939,767 |
Red Flags
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