Richard Jankus has been an investment adviser representative at Woodstock Wealth Management since September 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.
Richard Jankus’ longest registration was 10 years at Woodstock Financial Group, Inc. (2008–2018). Before joining Woodstock Wealth Management in 2018, Richard Jankus was registered through Woodstock Financial Group, Inc.
- – present · 8 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 10 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 38095
Investment adviser representative registrations
Richard Jankus is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2018; the most recent is Texas, in January 2020.
- FloridaSince 7 September 2018
- North CarolinaSince 24 September 2018
- TexasResidentSince 2 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2008 |
| Series 4 | Registered Options Principal Examination | 20 October 2003 |
| Series 24 | General Securities Principal Examination | 30 January 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 1994 |
| Series 7 | General Securities Representative Examination | 8 November 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2534528
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- 4025 Faraday Way, Palm Beach Gardens, FL 33418
- Registration
- Investment adviser registration
- In the industry since
- February 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Richard Jankus work?
Richard Jankus is an investment adviser representative registered through Woodstock Wealth Management, Inc. since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Richard Jankus a financial advisor?
Yes. Richard Jankus has a current investment-adviser registration in Florida, North Carolina and Texas, through Woodstock Wealth Management since September 2018.
How many years of experience does Richard Jankus have?
Richard Jankus has 31 years in the financial industry, since February 1995, across 2 adviser firms.
What exams has Richard Jankus passed?
Richard Jankus has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 4 and Series 65. The earliest, the Series 7, was passed in November 1994. FINRA credited Richard Jankus with the SIE, which began in October 2018.
Where is Richard Jankus based?
Richard Jankus’ registered office is in Palm Beach Gardens, FL.
Is Richard Jankus registered with FINRA?
No. Richard Jankus has no current broker registration.
How can I verify Richard Jankus’ record?
Search CRD 2534528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Jankus’ full registration record.