J. Wood Capital Advisors LLC
Firm details
- Headquarters
- Santa Rosa, California
- CRD number
- 169097
- Registered since
- January 28, 2014
- Website
- www.jwoodcapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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