Janelle M. Woods
COOKSON PEIRCE WEALTH MANAGEMENT
Fairlawn, OH 44333
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CRD#: 4926874
Professional summary
Janelle Marie Woods, CFP®, who also goes by Janelle Marie Fumerola, Janelle Marie Heath, is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Fairlawn, Ohio.
Janelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Janelle has worked at 3 firms .
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Janelle Marie Fumerola | Janelle Marie Heath
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.
I am employed as adjunct faculty for Youngstown State University. Details are below. o Name/address: Youngstown State University, One University Plaza, Youngstown, OH 44555 o Nature of business: Education (not investment related) o Position: Adjunct faculty - part time instructor. Teach Retirement Planning course and Financial Plan Development course in the Finance department. o Start Date: August 2020 o Approximate number of hours per month: 15 o Number of hours during securities trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Janelle Marie Woods'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®
CFP®
Start date: 2005
Experience
Current
August 4, 2015 - Present
COOKSON PEIRCE WEALTH MANAGEMENT
Office #1: 3560 W. Market Street, Suite 215, Fairlawn, OH 44333RIA
CRD#: 110729
Fairlawn, OH
Past
October 12, 2007 - June 25, 2015
JFS WEALTH ADVISORS, LLC
RIA
CRD#: 145051
HERMITAGE, PA
Past
March 11, 2005 - October 31, 2007
JFS WEALTH ADVISORS, LLC
RIA
CRD#: 107413
HERMITAGE, PA
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".
CP
COOKSON PEIRCE WEALTH MANAGEMENT
CATALYST DYNAMIC ALPHA FUND | COOKSONPEIRCE WEALTH MANAGEMENT | COOKSONPEIRCE | COOKSON PEIRCE WEALTH MANAGEMENT | COOKSON PEIRCE INVESTMENT MANAGEMENT | COOKSON PEIRCE & CO. INC. | COOKSON PEIRCE & CO INC
CRD#: 110729 / SEC#: 801-21341
RIA
Registered Investment Advisory firm - (5/23/1984 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
Ohio(9/5/2018)
IAR
Pennsylvania(8/4/2015)
IAR
South Carolina(8/15/2025)
Exams
Current Firm
CP
COOKSON PEIRCE WEALTH MANAGEMENT
CATALYST DYNAMIC ALPHA FUND | COOKSONPEIRCE WEALTH MANAGEMENT | COOKSONPEIRCE | COOKSON PEIRCE WEALTH MANAGEMENT | COOKSON PEIRCE INVESTMENT MANAGEMENT | COOKSON PEIRCE & CO. INC. | COOKSON PEIRCE & CO INC
CRD#: 110729 / SEC#: 801-21341
RIA
Registered Investment Advisory firm - (5/23/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
530 William Penn Place, Pittsburgh, PA 15219
Mailing Address
555 Grant Street Suite 380, Pittsburgh, PA 15219
Phone number
(412) 471-5320
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,347 |
| AUM (Assets Under Management) | $ 2,323,321,323 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 12/28/2023 | ||
| 01/31/2023 |
Red Flags
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Company Information
COOKSON PEIRCE WEALTH MANAGEMENT
CRD#: 110729Fairlawn, OH 44333TRUST BUT VERIFY
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