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Jonathan David Wood

Wood J D & Co

Downingtown, PA

CRD 4340187

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Employer firm

Wood J D & Co CRD 109666

$19.9M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wood J D & Co

Downingtown, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-28
  • PA RA
    APPROVED
    Since 2024-03-28

Branch Locations

Downingtown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J D Wood & Company Downingtown PA 11/1976 Present
  • 11/1976 → Present
    J D Wood & Company
    Downingtown, PA

View on SEC IAPD

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