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 organized as a limited liability company and is listed as an investment bank. The firm registered with the SEC in 2014 and is owner-controlled (individual owner). Public filings and the FINTRX snapshot indicate the firm does not operate as a capital allocator and is not positioned as a multi-state adviser or pension consultant. The record also marks the firm as not actively pursuing ESG investing.
Assets & Accounts
Investments & Alternatives
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
Similar firms
Allocations Securities
Broker-DealerSanta Rosa, CA
ACE Diversified Capital, Inc.
Broker-DealerSan Gabriel, CA
Farmers Financial Solutions, LLC
Broker-DealerWestlake Village, CA
Assetmark Brokerage, LLC
Broker-DealerConcord, CA
Kipling Capital, Inc.
Broker-DealerMill Valley, CA
White Oak Merchant Partners LLC
Broker-DealerSan Francisco, CA