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James Matthew Wood

Crescent Grove Advisors

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About James Matthew Wood

James Matthew Wood is an investment advisor representative with Crescent Grove Advisors. James has been in the industry since 1996 and holds the Series 7, Series 63, and SIE licenses. James has worked previously with BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, and Mercer Allied Company, L.P.. James is registered in Wisconsin. Crescent Grove Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC) that manages approximately $1 billion to $10 billion in assets. The firm provides financial planning, portfolio management for individuals and businesses, as well as other advisory services.

Firm Information

James Wood is currently registered with Crescent Grove Advisors. Crescent Grove Advisors is an investment advisor based in LAKE FOREST, IL. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Their services include financial planning and portfolio management. The firm has 3 licensed agents and 17 investment advisor representatives.
Crescent Grove Advisors

100 NORTH FIELD DRIVE

LAKE FOREST, IL 60045

$4.46B

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Wood’s Registration & Firm History

IL

05/04/2015 - Present

Crescent Grove Advisors (LAKE FOREST IL)

WI

08/01/2012 - 10/01/2014

BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)

WI

02/08/2008 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

PA

11/20/1996 - 10/17/2007

MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)

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Licenses & Designations

BC

Issued 11/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Matthew Wood.
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