Best Investors Account Sign in
Inactive

Jenna Suzanne Woods

Sterling Wealth Management, Inc.

Champaign, IL

CRD 7534134

Claim This Profile
Employer firm

Sterling Wealth Management, Inc. CRD 131304

$495M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sterling Wealth Management, Inc.

301 N. Neil Street, Suite 203, Champaign, IL 61820 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-03
  • IL RA
    APPROVED
    Since 2025-10-03

Branch Locations

301 N. Neil Street, Suite 203, Champaign, IL 61820 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stephens Family Ymca Champaign IL 05/2015 12/2019
Style & Grace Salon & Day Spa Champaign IL 02/2019 12/2022
Sterling Wealth Management Champaign IL 12/2022 06/2023
Sterling Wealth Management Champaign IL 06/2023 Present
  • 05/2015 → 12/2019
    Stephens Family Ymca
    Champaign, IL
  • 02/2019 → 12/2022
    Style & Grace Salon & Day Spa
    Champaign, IL
  • 12/2022 → 06/2023
    Sterling Wealth Management
    Champaign, IL
  • 06/2023 → Present
    Sterling Wealth Management
    Champaign, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Champaign, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor