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Jack Gordon Wood

Charles Schwab & Co., Inc.

Charlottesville, VA

CRD 3179311

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-09-12
  • VA RA
    APPROVED
    Since 2022-09-12

Branch Locations

220 Twentyninth Place Ct, Charlottesville, VA 22901 • 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
Bluerock Capital Markets, Llc Irvine CA 04/2016 12/2016
Penn Square Real Estate Group, Llc Yorba Linda CA 01/2017 06/2019
Foreside Fund Services, Llc Yorba Linda CA 12/2017 06/2019
Merit Hill Capital, Lp Brooklyn NY 01/2020 03/2022
Foreside Fund Services, Llc Brooklyn NY 06/2021 03/2022
Unemployed Yorba Linda CA 06/2019 01/2020
Charles Schwab & Co., Inc. Charlottesville VA 09/2022 Present
Unemployed Crozet VA 04/2022 08/2022
  • 04/2016 → 12/2016
    Bluerock Capital Markets, Llc
    Irvine, CA
  • 01/2017 → 06/2019
    Penn Square Real Estate Group, Llc
    Yorba Linda, CA
  • 12/2017 → 06/2019
    Foreside Fund Services, Llc
    Yorba Linda, CA
  • 01/2020 → 03/2022
    Merit Hill Capital, Lp
    Brooklyn, NY
  • 06/2021 → 03/2022
    Foreside Fund Services, Llc
    Brooklyn, NY
  • 06/2019 → 01/2020
    Unemployed
    Yorba Linda, CA
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Charlottesville, VA
  • 04/2022 → 08/2022
    Unemployed
    Crozet, VA
Other Businesses

1) The Miller School of Albemarle | Investment Related:No|Education|Board Member|3/5/2025|Less than 20|0|I will be one of 24 board members of the private school

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-04-12
  • S66 Uniform Combined State Law Examination
    1999-04-12
Designations
  • Certified Financial Planner
Other Names
  • Jack Gordon Wood

View on SEC IAPD

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