WOOD J D & CO

WOOD JONATHAN DAVID

CRD 109666 · SEC 801-13263

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$19.9M

Discretionary AUM

$19.9M

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-24

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
High net worth individuals	6	$19.9M

Official SEC filing: View on IAPD