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Koray William Tuncel

J. Wood Capital Advisors LLC

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About Koray William Tuncel

Koray William Tuncel is an investment professional with experience in the financial services industry. Koray is currently registered with J. Wood Capital Advisors LLC and holds the Series 63, Series 79TO and SIE licenses. Koray is registered in California, and has been in the industry since March 26, 2021.

Firm Information

Koray Tuncel 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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Koray Tuncel’s Registration & Firm History

CA

03/27/2021 - Present

J. Wood Capital Advisors LLC (Santa Rosa CA)

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Licenses & Designations

BC

Issued 01/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Koray William Tuncel.
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