Jeffrey Scott Wood
Investment adviser representative at Elysium Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$352.3MFirm assets
2 yearsFirm in business
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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
- Seminars and workshops
Experience
15 years in the industry.
- Self EmployedFeb 2022 to now
- Elysium Wealth Management, LLCFeb 2021 to now
- Elysium Financial Solutions, LLCMar 2020 to now
- Common Sense FinancialJan 2017 to Feb 2020
- Supreme AllianceMar 2014 to Dec 2016
- Amp SecurityApr 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
Elysium Wealth Management, LLC
$352.3MAssets managed
773Clients
14Advisers
2 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
- 4428011
- Firm CRD
- 312068