J. WOOD CAPITAL ADVISORS LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
SANTA ROSA, California
CRD number
169097
Registered since
January 28, 2014

Firm profile

FINTRX

Overview

J. Wood Capital Advisors LLC is an SEC-registered limited liability company formed in 2014 and organized as an individually owned firm. FINTRX classifies the business as an investment bank rather than a traditional wealth manager or multi-state registered adviser. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor, pension consultant, or related adviser. FINTRX does not list discrete details about advisory services, fee schedules, client types, or business activities, which suggests the firm's public disclosures focus on its organizational classification rather than on retail or institutional wealth-management offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JASON WOOD

    Founder & CEOCRD 2780461

Contacts

3 of 18
  • KATHERINE NEUMER

    Managing DirectorCRD 5387101

  • Elizabeth Timmons

    Capital Markets AssociateCRD 7404977

  • Sophia Linkas

    Registered RepresentativeCRD 7821637

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA ROSA, CA

SONOMA

Location

SANTA ROSA, CA

Headquartered in SANTA ROSA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SONOMA
Address
1820 Calistoga Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth