Jenna Suzanne Woods
Investment adviser representative at Sterling Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$494.6MFirm assets
Are you Jenna Suzanne Woods? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sterling Wealth Management, Inc.Dec 2022 to now
- Style & Grace Salon & Day SpaFeb 2019 to Dec 2022
- Stephens Family YmcaMay 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sterling Wealth Management, Inc.
$494.6MAssets managed
240Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7534134
- Firm CRD
- 131304