Tom Jerald Wood
Investment adviser representative at Nwf Advisory Services Inc
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Nwf Advisory Services IncFeb 2017 to now
- Tom Wood's Tax ServiceFeb 1995 to now
- Tom Woods Tax Service Self EmployedJan 1992 to now
- LPL FinancialDec 2024 to Jan 2025
- Osaic Wealth, Inc.Feb 2000 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2931022
- Firm CRD
- 110410