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 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
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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