Jeffrey Allen Wood
Investment adviser representative at Centerline Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326MFirm 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
Experience
12 years in the industry.
- Centerline Wealth Advisors, LLCMar 2025 to now
- Yellow Cardinal Advisory GroupFeb 2023 to Mar 2025
- State Farm InsuranceOct 2022 to Feb 2023
- Dpl Financial PartnersAug 2022 to Oct 2022
- Clean EatzJul 2022 to Aug 2022
- Lowe'sFeb 2022 to Jul 2022
- Amerisave Mortgage CorporationAug 2019 to Jan 2022
- UnemployedFeb 2019 to Jul 2019
- KemperJun 2018 to Jan 2019
- Nationwide Life Insurance Co.May 2017 to May 2018
- Fifth Third SecuritiesOct 2015 to May 2017
- Fifth Third BankMay 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (KY).
Centerline Wealth Advisors, LLC
$326MAssets managed
268Clients
4Advisers
14 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
- 6581954
- Firm CRD
- 164485