A complete list of active advisors currently associated with Wood J D & Co

Warmer can help you find a great advisor at Wood J D & Co or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wood J D & Co, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.