J. Wood Capital Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Santa Rosa, California
CRD number
169097
Registered since
January 28, 2014

Firm profile

FINTRX

Overview

J. Wood Capital Advisors LLC is organized as a limited liability company and is categorized in the source data as an investment bank. The firm is owned by an individual and does not present itself as a capital allocator. It is not identified as an active ESG investor, nor as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available profile. The firm did not supply detail on its client base, fee schedule, business lines, or specific advisory activities in the data provided, so there is limited visibility into its target clients or service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jason Wood

    Jason Wood

    Founder & CEOCRD 2780461

Contacts

3 of 17
  • Linda Grimm

    FinOpCRD 1970620

  • Edward Breck

    Edward Breck

    Managing DirectorCRD 2366519

  • Oliver Oakes

    Oliver Oakes

    Managing DirectorCRD 2461709

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Rosa, CA

Sonoma

Location

Santa Rosa, CA

Headquartered in Santa Rosa, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Sonoma
Address
1820 Calistoga Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth