JW
John F. Woodard
ALPHASTAR CAPITAL MANAGEMENT
Runford, RI 02916
Some features on this profile are disabled
CRD#: 6030043
JW
Professional summary
John Francis Woodard JR., who also goes by John Francis Woodward Jr., is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Runford, Rhode Island.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Francis Woodward Jr.
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) Mr. Woodard is the owner and Advisor of Woodard & Clark. He is separately licensed as an independent insurance agent and devotes approximately 33% (53 hours) of his professional time per month in Woodard & Clark. (2) Mr. Woodard is a Certified Public Accountant Partner at Matthewson Associates. He provides tax services and devotes approximately 33% (53 hours) of his professional time per month on this OBA. (3) Mr. Woodard jointly owns a rental property with his spouse. Mr. Woodard's spouse handles most of the rental duties and John spends less than 1% of his professional time per month on this activity during non-trading hours. This is a non-securities related activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Francis Woodard 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
July 24, 2025 - Present
ALPHASTAR CAPITAL MANAGEMENT
Office #1: 20 Newman Avenue, Building 2 Suite 2001, Runford, RI 02916RIA
CRD#: 157423
Runford, RI
Past
June 6, 2013 - October 31, 2024
PROSPERITY CAPITAL ADVISORS
RIA
CRD#: 156480
Riverside, RI
Past
February 15, 2012 - December 11, 2012
DOWD & ASSOCIATES
RIA
CRD#: 124244
RIVERSIDE, RI
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".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 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
Rhode Island(7/24/2025)
Current Firm
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
124
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,592 |
| AUM (Assets Under Management) | $ 1,841,154,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2023 | ||
| 06/27/2023 | ||
| 01/24/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALPHASTAR CAPITAL MANAGEMENT
CRD#: 157423Runford, RI 02916TRUST BUT VERIFY
Monitor John Woodard
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
