Jeffrey Hardesty has been an investment adviser representative at Woodstock Wealth Management since June 2018, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Jeffrey Hardesty’s longest registration was 9 years at Woodstock Financial Group, Inc. (2009–2018). Before joining Woodstock Wealth Management in 2018, Jeffrey Hardesty was registered through Woodstock Financial Group, Inc. and Waddell & Reed, Inc.
- – present · 8 yearsDawsonville, GA · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 9 yearsDawsonville, GA · Adviser representative · Firm CRD 38095
- Waddell & Reed, Inc.– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Jeffrey Hardesty is registered as an investment adviser representative in 3 states. The first approvals date from June 2018; the most recent is Alabama, in August 2019.
- AlabamaSince 12 August 2019
- FloridaSince 19 March 2019
- GeorgiaSince 19 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2011 |
| Series 7 | General Securities Representative Examination | 30 April 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 September 1998 |
| Series 24 | General Securities Principal Examination | 5 May 1992 |
| Series 3 | National Commodity Futures Examination | 9 November 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Full name
- Jeffrey Jay Hardesty
- CRD
- 730947
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- Dawsonville, GA
- Registration
- Investment adviser registration
- In the industry since
- February 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Hardesty work?
Jeffrey Hardesty is an investment adviser representative registered through Woodstock Wealth Management, Inc. since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Hardesty a financial advisor?
Yes. Jeffrey Hardesty has a current investment-adviser registration in Alabama, Florida and Georgia, through Woodstock Wealth Management since June 2018.
How many years of experience does Jeffrey Hardesty have?
Jeffrey Hardesty has 37 years in the financial industry, since February 1989, across 3 adviser firms.
What exams has Jeffrey Hardesty passed?
Jeffrey Hardesty has passed 6 licensing exams: the Series 3, Series 24, Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 3, was passed in November 1989. FINRA credited Jeffrey Hardesty with the SIE, which began in October 2018.
Where did Jeffrey Hardesty work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Jeffrey Hardesty was registered through Waddell & Reed, Inc., March 2003 to January 2009.
Where is Jeffrey Hardesty based?
Jeffrey Hardesty’s registered office is in Dawsonville, GA.
Is Jeffrey Hardesty registered with FINRA?
No. Jeffrey Hardesty has no current broker registration.
How can I verify Jeffrey Hardesty’s record?
Search CRD 730947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Hardesty’s full registration record.