Jacob Wood
Professional summary
Jacob Wood, CIMA®, who also goes by Jacob Wood Meinstein, Jacob Meinstein Wood, is a registered financial professional currently at IMST DISTRIBUTORS, LLC located in Los Angeles, California.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 1997. Jacob has worked at 16 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacob Wood's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2020 - Present
IMST DISTRIBUTORS, LLC
Office #1: 11601 Wilshire Blvd 25th Floor, Los Angeles, CA 90025April 7, 2017 - April 22, 2020
FORESIDE FUND SERVICES, LLC
April 5, 2017 - May 21, 2020
WILSHIRE ASSOCIATES INCORPORATED
December 21, 2015 - November 9, 2016
VSR FINANCIAL SERVICES, INC.
December 21, 2015 - November 9, 2016
INVESTORS CAPITAL CORP.
December 21, 2015 - December 14, 2016
LEGEND EQUITIES CORPORATION
December 21, 2015 - February 14, 2017
SUMMIT BROKERAGE SERVICES, INC.
December 21, 2015 - February 14, 2017
GIRARD SECURITIES, INC.
December 21, 2015 - February 14, 2017
FIRST ALLIED SECURITIES, INC.
December 21, 2015 - February 14, 2017
CETERA INVESTMENT SERVICES LLC
December 21, 2015 - February 14, 2017
CETERA FINANCIAL SPECIALISTS LLC
December 21, 2015 - February 14, 2017
CETERA ADVISORS LLC
December 21, 2015 - February 14, 2017
CETERA WEALTH SERVICES, LLC
December 7, 2015 - February 14, 2017
CETERA WEALTH SERVICES, LLC
August 14, 2013 - June 12, 2014
CHRISTOPHER WEIL & COMPANY, INC.
August 13, 2013 - June 12, 2014
CHRISTOPHER WEIL & COMPANY, INC.
June 1, 2009 - December 21, 2011
MORGAN STANLEY
June 1, 2009 - December 21, 2011
MORGAN STANLEY
April 27, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
July 8, 1998 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 25, 1997 - May 28, 1998
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/18/2020)
(1/3/2023)
(6/18/2020)
(6/18/2020)
(1/3/2023)
(6/18/2020)
(6/18/2020)
Exams
FINRA
Current Firm
IMST DISTRIBUTORS, LLC
CRD#: 130745 / SEC#: , 8-66389
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | CHIEF COMPLIANCE OFFICER / VP / TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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