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 formed in 2014 and organized as an individually owned firm. FINTRX classifies the business as an investment bank rather than a traditional wealth manager or multi-state registered adviser. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor, pension consultant, or related adviser. FINTRX does not list discrete details about advisory services, fee schedules, client types, or business activities, which suggests the firm's public disclosures focus on its organizational classification rather than on retail or institutional wealth-management offerings.
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 1JASON WOOD
Founder & CEOCRD 2780461
Contacts
3 of 18KATHERINE 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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