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Jeffrey P Spencer

Wood Wealth Group, LLC

Charlestown, MA

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Current Employers
Wood Wealth Group, Llc

529 Main Street Suite P200, Charlestown, MA 02129 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-08-16
  • NH RA
    APPROVED
    Since 2024-08-16

Branch Locations

529 Main Street Suite P200, Charlestown, MA 02129 • 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
Penn Mutual Life Insurance Co Horsham PA 10/2015 Present
Hornor Townsend & Kent Inc Horsham PA 01/2016 02/2020
Concord Wealth Management Waltham MA 10/2015 01/2020
Southernmost Financial Key West FL 01/2020 Present
Wood Wealth Group, Llc Charlestown MA 04/2020 Present
  • 10/2015 → Present
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 01/2016 → 02/2020
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 10/2015 → 01/2020
    Concord Wealth Management
    Waltham, MA
  • 01/2020 → Present
    Southernmost Financial
    Key West, FL
  • 04/2020 → Present
    Wood Wealth Group, Llc
    Charlestown, MA
Previous Registrations
Other Businesses

1) Southernmost Financial Group, LLC - Insurance Brokerage.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-05
S63 Uniform Securities Agent State Law Examination 2012-05-26
  • S65 Uniform Investment Adviser Law Examination
    2020-11-05
  • S63 Uniform Securities Agent State Law Examination
    2012-05-26

View on SEC IAPD

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LONG RIVER CAPITAL MANAGEMENT II LLC
ASSETGRADE, LLC
WAINWRIGHT INVESTMENT COUNSEL LLC
ARCHERMAN CAPITAL MANAGEMENT LLC
EAST BRIDGE CAPITAL MANAGEMENT LP
OPALEYE MANAGEMENT INC.
BROOKNOLL ADVISORS LLC

Other Investors

PAUL RUSSELL ADAMS
GEOFFREY MISHKIN
Kevin Andrew Harrison
CHRISTOPHER JOSEPH WOOD
JAMES HERBERT SWALLOW
PATRICK R COTE
MATTHEW KIRK SENEY
MICHAEL WILLIAM, III SIRACUSE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Charlestown, MA
LONG RIVER CAPITAL MANAGEMENT II LLC · BOSTON, MA
ASSETGRADE, LLC · BOSTON, MA
WAINWRIGHT INVESTMENT COUNSEL LLC · BOSTON, MA
ARCHERMAN CAPITAL MANAGEMENT LLC · BOSTON, MA
EAST BRIDGE CAPITAL MANAGEMENT LP · BOSTON, MA
OPALEYE MANAGEMENT INC. · BOSTON, MA
BROOKNOLL ADVISORS LLC · BOSTON, MA

More in Charlestown, MA

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