Jeremy Don Wood

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Parkland Securities, Llc
  Ann Arbor, MI
• 04/2019 → Present
  Kestra Investment Services, Llc
  Salt Lake City, UT
• 04/2019 → Present
  Kestra Private Wealth Services, Llc
  Salt Lake City, UT

Previous Registrations

• 2016-04-07 → 2019-04-10
  Spc
  Salt Lake City, UT

Other Businesses

Name: Jeremy Wood - Licensed Insurance Agent Investment Related: Yes Address: 4576 S Bowers Vista Circle Murray UT 84107 Nature of Business: Insurance Position, Title or Relationship: Licensed Insurance Agent Start Date: 12/3/2012 Hours/month: 0% - 10% (0 - 16 hours) Hrs/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Writing life insurance policies for individuals, couples and business owners. disability insurance. Name: Barber Investment Partners Investment Related: Yes Address: 6340 South 3000 East, suite 350 Salt Lake City UT 84121 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Investment Advisor Representative Start Date: 4/10/2019 Hrs/month: 91% - 100% (145 - 160 hours) Hours/month during trading hours: 91% - 100% (127 - 140 hours) Duties: Advising on securities Name: Podium Financial Partners Investment Related: Yes Address: 4576 S Bowers Vista Circle Murray UT 84107 Nature of Business: Insurance Position, Title or Relationship: Managing Member Start Date: 11/12/2013 Hours/month: 0% - 10% (0 - 16 hours) Hrs/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner NAME: PODIUM FINANCIAL PARTNERS POSITION: Owner NATURE: Entity for filing taxes INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 11/12/2013 ADDRESS: 2556 E Capricorn Way, Holiday UT 84124, United States DESCRIPTION: Owner NAME: JEREMY WOOD - LICENSED INSURANCE AGENT POSITION: Licensed Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/03/2012 ADDRESS: 2556 E Capricorn Way, Holiday UT 84124, United States DESCRIPTION: Writing life insurance policies for individuals, couples and business owners. disability insurance. NAME: BARBER INVESTMENT PARTNERS POSITION: Managing Partner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 04/10/2019 ADDRESS: 6340 South 3000 East, suite 350, Salt Lake City UT 84121, United States DESCRIPTION: Advising on securities Name: SUMMIT OAK ADVISORS POSITION: Advisor or consultant NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2026 ADDRESS: 6340 South 3000 East, Suite 350, Salt Lake City UT 84124, United States DESCRIPTION: I will not be entering the data for clients while they are completing their estate plan documents. I will be there with them to help answer questions and guide them through the process verbally. Name: SUMMIT OAK ADVISORS POSITION: Investment Advisor NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2026 ADDRESS: 6340 S 3000 E, Suite 350, Salt Lake City UT 84121, United States DESCRIPTION: Providing access to my paid subscription at Wealth.com, after a Financial Consulting Meeting, to help clients complete Trust, Will, Health Care Directives and Financial Powers of Attorney. Access to Wealth.com is an in-person or Zoom meeting with me that usually takes 1-2 hours. I help them navigate the software for completion. No legal advice is offered. I have anticipated completing about 5 plans a year. So, my Financial Consulting Meeting fee for this OBA is $1,000. Name: SUMMIT OAK ADVISORS POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2026 ADDRESS: 6340 S 3000 E, Suite 350, Salt Lake City UT 84121, United States DESCRIPTION: Office leadership Managing Partner Investment Advisory Services to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-07
• S63 Uniform Securities Agent State Law Examination
  2012-01-25

Other Names

• Jeremy Don Wood