Unclaimed Profile

Jeffrey Wood

EQUITY SERVICES, INC.·MONTPELIER, Vermont

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66CFPClean record5 years registeredEQUITY SERVICES, INC.

ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 2402574Firm CRD# 265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Wood · MONTPELIER, VT

Registration

CRD #2402574 · EQUITY SERVICES, INC. · 5 years registered

Brand Profile

Not yet started

Career History

LPL ENTERPRISE, LLC

Nov 2024 – present

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jun 2021 – Nov 2024

HINESBURG, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · June 11, 2021

Years registered · 5

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITY SERVICES, INC.

CRD 265 · SEC 801-41722

AUM

$2.1B

Regulatory assets under management

Employees

450

11,558 client accounts

Services offered by EQUITY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EQUITY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Wood offer?

Jeffrey Wood specializes in Financial Planning, Investment Management. Contact their office in MONTPELIER, Vermont for a consultation.

What are Jeffrey Wood's credentials?

Jeffrey Wood holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Wood located?

Jeffrey Wood is based in MONTPELIER, Vermont, working with EQUITY SERVICES, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.

How does Jeffrey Wood charge for services?

Jeffrey Wood's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITY SERVICES, INC.?

EQUITY SERVICES, INC. has approximately 450 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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