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Jeffrey Scott Wood

Elysium Wealth Management, LLC

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About Jeffrey Scott Wood

Jeffrey Wood is a financial advisor with Elysium Wealth Management, LLC. Jeffrey Wood is a Registered Investment Advisor in Utah. Jeffrey Wood has a Series 6, Series 63, and Series 65 securities license. Prior to joining Elysium Wealth Management, LLC, Jeffrey Wood worked at Supreme Alliance LLC in Charlotte, NC. Jeffrey Wood also has experience working with AMP Security in American Fork, UT. Jeffrey Wood specializes in providing financial planning, investment management, and educational seminars. Jeffrey Wood also has a passion for helping individuals and families achieve their financial goals.

Firm Information

Jeffrey Wood is currently registered with Elysium Wealth Management, LLC. Elysium Wealth Management, LLC is an investment advisor registered with the SEC and located in SOUTH JORDAN, UT. They offer a range of services including financial planning, educational seminars, publication of periodicals, and portfolio management for individuals. The firm manages approximately $116,022,527 in assets for 714 accounts. They serve individuals, high net worth individuals, and charitable organizations.
Elysium Wealth Management, LLC

1802 W. SOUTH JORDAN PARKWAY

SOUTH JORDAN, UT 84095

$116.02M

Assets Under Management

4

Total Clients

9

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Jeffrey Wood’s Registration & Firm History

UT

04/09/2021 - Present

Elysium Wealth Management, LLC (SOUTH JORDAN UT)

NC

05/02/2014 - 10/15/2015

SUPREME ALLIANCE LLC (CHARLOTTE NC)

GA

04/12/2002 - 09/06/2002

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

08/01/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 11/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Scott Wood.
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