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John Russell Wood Jr.

Advisor at STIFEL — Zanesville, OH

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Zanesville, OH 43701

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 471 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

John Wood Jr. is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 27 years of industry experience. He joined Stifel in 2020 after working at Wells Fargo Clearing from 2016 to 2020 and Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Zanesville, OH

1099 Colony Drive

Zanesville OH 43701

Advisors at this office

1

Most active in

Ohio · Texas

Work history

27 years of industry experience

Stifel Nicolaus & Co Inc

2020 - Present • 6 years

Zanesville, OH

Wells Fargo Clearing

2016 - 2020 • 4 years

Zanesville, OH

Wells Fargo Advisors Llc

2009 - 2016 • 7 years

Zanesville, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard M

ChFC®, Series 66

Zanesville, OH

Richard Miller Financial Services, LLC

Richard Miller is the sole advisor at Richard Miller Financial Services, LLC in Zanesville, OH, holding the ChFC® designation and Series 66 license with 25 years of industry experience. He has operated his firm since 2011. Outside of his financial advisory work, he is co-owner of a small beef cattle farming business established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, high net worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm manages approximately $8.38 million in discretionary assets, typically using mutual funds, ETFs, and individual securities, with a customized investment approach focused on fundamental analysis and both long-term and tactical strategies.

Concentrated stock management Options & derivatives strategies Active portfolio management
user avatar

Thomas L

CFA®, Series 63

Zanesville, OH

Alliant Capital Management LLC

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Active portfolio management Options & derivatives strategies
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Karl S

Series 65

Zanesville, OH

Saunix Investment Management, LLC

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Wealth management Real estate investing Doctor or Medical Professional Military & Veterans Mid-Career Professionals
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Renee' S

CFA®

Zanesville, OH

Hendley & Co. Inc.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

Active portfolio management
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Michael S

Zanesville, OH

Hendley & Co. Inc.

Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.

Active portfolio management
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Ross W

Series 66

Zanesville, OH

Kestra Private Wealth Services, LLC

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Bank of America and Merrill. Outside of advisory work, he serves on the steering committee of Muskingum County Emerging Leaders, contributing to organizational direction and event planning. Kestra Private Wealth Services, LLC supports a diverse client base that includes individuals, retirement plans, and institutional entities by offering advisor-managed portfolios, financial planning, wrap-fee programs, and various investment solutions. The firm provides both discretionary and non-discretionary advisory approaches and maintains notable institutional relationships and affiliated trustee services.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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