David Thomas Wood

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

10 years in the industry.

1. Jefferies Investment Advisers LLCMay 2023 to now
2. Jefferies Insurance BrokerageAug 2019 to now
3. Jefferies LLCAug 2018 to now
4. Leucadia Asset Management LLCAug 2018 to now
5. Bank of America, N.A.Apr 2016 to Aug 2018
6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Aug 2018

Exams passed

• Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).

Jefferies Investment Advisers LLC

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

6415024

Firm CRD

325421