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 an SEC-registered adviser that first registered in 2014 and operates as a limited liability company under individual ownership. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser, and the record does not show the firm functioning as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser relationships in the available data. The firm did not supply details about its client mix, fee schedules, specific advisory activities, or business lines in the FINTRX entry. Those elements are therefore not available for analysis from the provided record.
Assets & Accounts
Investments & Alternatives
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 18Linda 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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