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Jason Matthew Wood

J. Wood Capital Advisors LLC

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About Jason Matthew Wood

Jason Wood is a financial advisor with J. Wood Capital Advisors LLC, based in Santa Rosa, CA. Jason has been working in the financial industry since October 1998. Jason has passed the Series 7, Series 63, Series 24 and Series 14 exams. Jason has been registered with FINRA since January 2014. Jason has previously worked at Trump Securities LLC, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc. and Robertson Stephens, Inc..

Firm Information

Jason Wood is currently registered with J. Wood Capital Advisors LLC. J. Wood Capital Advisors LLC is a Limited Liability Company formed on August 30, 2013. The firm is registered with the Securities and Exchange Commission and is approved in California.

Not reported

Assets Under Management

Not reported

Total Clients

13

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.

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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Jason Wood’s Registration & Firm History

CA

01/28/2014 - Present

J. Wood Capital Advisors LLC (Santa Rosa CA)

FL

09/16/2013 - 03/27/2014

TRUMP SECURITIES, LLC (BOCA RATON FL)

CA

10/01/2008 - 09/25/2013

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

CA

12/16/2004 - 10/01/2008

J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)

CA

05/27/1999 - 11/01/2002

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

NY

09/12/1996 - 06/03/1999

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/09/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Matthew Wood.
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