Wood J D & Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J. D. Wood & Company is a fee-only investment adviser that provides discretionary asset management and consulting services primarily to individuals, trusts and estates, with a stated focus on high-net-worth individual clients. The firm charges percentage-of-assets-under-management fees billed quarterly in arrears and does not accept commissions or performance-based compensation.
Investment decisions are handled directly by the firm’s sole proprietor, who reviews each managed account daily and provides clients with a written quarterly market appraisal titled “Investment and Business Observations.” The firm’s stated investment approach emphasizes long-term, conservative ownership of individual equities (with diversification and occasional precious-metals exposure) and generally avoids exchange-traded funds and mutual funds.
Distinctive features include its long-established sole‑proprietorship structure, a small number of client relationships (about $22 million under management for roughly five individuals as of December 31, 2024), and a policy of not compiling or publishing performance statistics. The firm also does not provide financial planning or tax preparation, accepts only discretionary accounts, and documents formal business continuity and succession procedures involving custodial partners.
Client services
Expertise
Demographic focus
Fee options
$0 - $1,000,000: 0.82% annually $1,000,001 - $2,500,000: 0.70% annually $2,500,001 - $7,500,000: 0.58% annually $7,500,001+: Negotiated fee
Consulting/retainer services available with minimum fee of $10,000 per annum, billed semi-annually.
Account minimum: $1,000,000 Minimum fee: Minimum fee payable by a new client will be one quarter's charges; minimum account value typically $1,000,000 Fee-only: Fee-only investment management; no commissions or other compensation accepted.
Main office
Downingtown PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Wood J D & Co · Wood Jonathan David
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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