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 LLC that registered with the SEC in 2014 and is classified in the dataset as an investment bank. Ownership is listed as individual; the firm does not present itself as a capital allocator. The dataset flags the firm as not active on ESG integration and not a multistate adviser. It is also not identified as a pension consultant or as having a related adviser relationship. Available source information is sparse: fields for client type, fee structure, specific business or advisory activities, and affiliations were left blank in the dataset. That limited disclosure makes it difficult to characterize the firm's client focus or advisory model from public records alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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