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John Bennett Woodard

Investment adviser representative at Woodard & Co Asset Management Group Inc
13 yearsExperience
7 statesRegistered in
$1.2BFirm assets
41 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Woodard & Co Asset Management Group IncAug 2024 to now
  2. Woodard & Company Asset Management Group, Inc.Jun 2024 to now
  3. Woodard & Company Asset Management Group, Inc.May 2022 to May 2024
  4. FidelityMay 2022 to Nov 2022
  5. YmcaJan 2020 to Mar 2020
  6. StudentSep 2013 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 7 states (CA, CO, GA, NC, SC, TX, VA).

Woodard & Co Asset Management Group Inc

$1.2BAssets managed
1,832Clients
5Advisers
41 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
7966048
Firm CRD
108199
Advisor's SEC record (opens in a new tab)
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