J. Wood Capital Advisors LLC
Firm details
- Headquarters
- Santa Rosa, California
- CRD number
- 169097
- Registered since
- January 28, 2014
- Website
- www.jwoodcapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jason Wood
Founder & CEOCRD 2780461
Contacts
3 of 17Linda Grimm
FinOpCRD 1970620

Edward Breck
Managing DirectorCRD 2366519

Oliver Oakes
Managing DirectorCRD 2461709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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