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Jack Nicholas Woods

Commonwealth Financial Network

Danbury, CT

CRD 7393064

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-10-23
  • CT RA
    APPROVED
    Since 2024-10-23

Branch Locations

83 Wooster Heights, Danbury, CT 06810 • 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
Bryant University Student Smithfield RI 08/2019 05/2023
University Of Maryland College Park MD 08/2023 05/2024
Commonwealth Financial Network Waltham MA 07/2024 Present
Bailey & Beatty Financial Services, Llc Danbury CT 07/2024 Present
Immaculate High School Danbury CT 09/2016 06/2019
  • 08/2019 → 05/2023
    Bryant University Student
    Smithfield, RI
  • 08/2023 → 05/2024
    University Of Maryland
    College Park, MD
  • 07/2024 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 07/2024 → Present
    Bailey & Beatty Financial Services, Llc
    Danbury, CT
  • 09/2016 → 06/2019
    Immaculate High School
    Danbury, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-16
  • S66 Uniform Combined State Law Examination
    2024-10-16
Other Names
  • Jack Woods

View on SEC IAPD

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