Jill Wood, financial advisor Worthington OH
44 score

Jill Wood

CRD Number: 5576635
Current Firm: Freewood Private Wealth Management, LLC

Jill Wood (CRD# 5576635) is an Investment Advisor Representative working at Freewood Private Wealth Management, LLC in Worthington, OH and has over 9 years of experience in the finance industry.

Similar Advisors
W. Phil Ratcliff, financial advisor Worthington OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Kevin R. Clark, CFP®, CIMA®, financial advisor Worthington OH
Kevin R. Clark, CFP®, CIMA®
CRD# 5173809
Ameriprise Financial Services, Inc.
Score
103
Similar Advisors
Robert Cochran, financial advisor Worthington OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Company Name Location Dates Years
J.p. Morgan Securities LLC Worthington, OH Oct 2012 - Nov 2016 4
Chase Investment Services Corp Worthington, OH Sep 2011 - Oct 2012 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) Upper Arlington, OH Aug 2010 - Aug 2011 1
Wachovia Securities, LLC Columbus, OH Feb 2009 - Aug 2010 1
Merrill Lynch Columbus, OH Aug 2008 - Jan 2009 < 1
Jp Morgan Chase New York, NY Jan 2002 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jill Wood
Phone Number: (614) 450-2850
Registered State(s):
  • OH
  • TX
Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH, TX

Ready to hire a financial advisor? Get competitive proposals from Jill Wood and other advisors.
BADGES
44

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.