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Jeffrey Wood

EQUITY SERVICES, INC.·MONTPELIER, Vermont
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ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 2402574Firm CRD# 265
01

About

Jeffrey Wood is a registered financial advisor based in MONTPELIER, Vermont, affiliated with EQUITY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EQUITY SERVICES, INC.
ESI FINANCIAL ADVISORS
AUM
$2.1B
Regulatory assets under management
Employees
450
Total firm employees
View all advisors at EQUITY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2402574
Firm CRD# 265
7 disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in MONTPELIER
Mehran Assadi — EQUITY SERVICES, INC.David Russell Morgan — SENTINEL ASSET MANAGEMENT, INC.Lisa Francesca Muller — NLG CAPITAL, INC.Gregory Donald Woodworth — SENTINEL ASSET MANAGEMENT, INC.Thomas Wayne Rawlings — MAPLE CAPITAL MANAGEMENT, INC.
Nearby cities in Vermont
BURLINGTON (61)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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