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 adviser that first registered in 2014 and operates as a limited liability company under individual ownership. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser, and the record does not show the firm functioning as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser relationships in the available data. The firm did not supply details about its client mix, fee schedules, specific advisory activities, or business lines in the FINTRX entry. Those elements are therefore not available for analysis from the provided record.

Assets & Accounts

Investments & Alternatives

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
  • Linda Grimm

    FinOpCRD 1970620

  • Edward Breck

    Edward Breck

    Managing DirectorCRD 2366519

  • Oliver Oakes

    Oliver Oakes

    Managing DirectorCRD 2461709

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

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