James Joseph Wood
Investment adviser representative at Nwf Advisory Services Inc
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.4BFirm assets
Are you James Joseph Wood? Claim your profile
Contact this firm
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
22 years in the industry.
- Nwf Advisory Services IncJun 2024 to now
- Osaic Wealth, Inc.Sep 2005 to now
- Premier Financial Partners, LLCJun 2004 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4325856
- Firm CRD
- 110410