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Inactive

James Matthew Wood

Crescent Grove Advisors

Lake Forest, IL

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Current Employers
Crescent Grove Advisors

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2015-05-04
  • WI RA
    APPROVED
    Since 2015-05-04

Branch Locations

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • 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
Crescent Grove Advisors, Llc Lake Forest IL 05/2015 Present
  • 05/2015 → Present
    Crescent Grove Advisors, Llc
    Lake Forest, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-11-18
  • S63 Uniform Securities Agent State Law Examination
    1996-11-18

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
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