Jeffrey Allen Wood

Employer firm

Centerline Wealth Advisors, LLC CRD 164485

$326M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 05/2014 → 05/2017
  Fifth Third Bank
  La Grange, KY
• 10/2015 → 05/2017
  Fifth Third Securities
  La Grange, KY
• 03/2025 → Present
  Centerline Wealth Advisors, Llc
  Louisville, KY
• 05/2017 → 05/2018
  Nationwide Life Insurance Co.
  Louisville, KY
• 10/2022 → 02/2023
  State Farm Insurance
  Louisville, KY
• 02/2023 → 03/2025
  Yellow Cardinal Advisory Group
  Louisville, KY
• 08/2022 → 10/2022
  Dpl Financial Partners
  Louisville, KY
• 07/2022 → 08/2022
  Clean Eatz
  Louisville, KY
• 02/2022 → 07/2022
  Lowe's
  Carlsbad, CA
• 08/2019 → 01/2022
  Amerisave Mortgage Corporation
  Louisville, KY
• 06/2018 → 01/2019
  Kemper
  Louisville, KY
• 02/2019 → 07/2019
  Unemployed
  Louisville, KY

Previous Registrations

• 2017-08-23 → 2019-03-27
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2016-10-31 → 2017-04-28
  Fifth Third Securities, Inc.
  Lagrange, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-31
• S63 Uniform Securities Agent State Law Examination
  2016-01-18

Designations

• Certified Financial Planner

Other Names

• Jeffrey A Wood