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 that first registered in 2014. The firm is categorized as an investment bank and is owned by an individual. Public records indicate it is not a multi-state adviser, not designated as a capital allocator, and does not identify itself as an active ESG investor, a pension consultant, or a related adviser. There is minimal public detail about the firm’s business lines, client types, fee schedule, or advisory activities. The available registry fields provide organizational and regulatory attributes but do not describe investment strategies, target client segments, or operational focus.

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

    Jason Wood

    Founder & CEOCRD 2780461

Contacts

3 of 18
  • Katherine Neumer

    Katherine Neumer

    Managing DirectorCRD 5387101

  • Elizabeth Timmons

    Elizabeth Timmons

    Capital Markets AssociateCRD 7404977

  • Sophia Linkas

    Sophia Linkas

    Registered RepresentativeCRD 7821637

Unlock 15 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth