Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Gordon Wood is a financial advisor with Charles Schwab & CO., Inc. based in Charlottesville, Virginia. Jack has been in the financial services industry since November 24, 2002. Jack is registered with FINRA, the state of Virginia, and 29 other states, and holds a Series 66, Series 7, Series 10, Series 9, Series 24, and SIE license. Jack is also a Certified Financial Planner. Jack has previously worked with Foreside Fund Services, LLC and Bluerock Capital Markets LLC. Jack's current firm provides financial planning, portfolio management, and asset based fees for wrap programs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
09/12/2022 - Present
Charles Schwab & CO., Inc. (Charlottesville VA)
NY
06/11/2021 - 03/30/2022
FORESIDE FUND SERVICES, LLC (Brooklyn NY)
ME
12/11/2017 - 06/17/2019
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
04/13/2016 - 01/03/2017
BLUEROCK CAPITAL MARKETS LLC (Newport Beach CA)
CA
10/14/2008 - 04/06/2016
CAREY FINANCIAL, LLC (HUNTINGTON BEACH CA)
CA
08/06/2008 - 10/16/2008
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
TX
04/10/2008 - 08/15/2008
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
TX
05/09/2007 - 03/12/2008
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
CA
09/19/2006 - 04/16/2007
NNN CAPITAL CORP. (SANTA ANA CA)
AZ
02/03/2006 - 10/02/2006
COLE CAPITAL CORPORATION (PHOENIX AZ)
CA
06/21/2005 - 01/30/2006
NNN CAPITAL CORP. (SANTA ANA CA)
NY
12/11/2004 - 06/24/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
02/16/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
TN
07/26/2000 - 01/18/2001
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
07/26/2000 - 01/18/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NC
02/15/2000 - 06/01/2000
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
MA
02/23/1999 - 02/23/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 04/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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