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JW

James G. Woods

DIRECTED SERVICES
Houston, TX 77007
Some features on this profile are disabled
CRD#: 3213176
JW
James Gleason Woods JRDIRECTED SERVICES

Professional summary

James Gleason Woods JR, who also goes by Jamie Gleason Woods Jr, James Woods, is a registered financial professional currently at DIRECTED SERVICES LLC located in Houston, Texas.

James is registered as a RR (Registered Representative) and started their career in finance in 2003. James has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Aliases

Jamie Gleason Woods Jr | James Woods

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view James Gleason Woods JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 23, 2026 - Present

DIRECTED SERVICES LLC

Office #1: 5300 Memorial Drive Suite 1150, Houston, TX 77007
BD
CRD#: 21675
Houston, TX
Past

July 6, 2015 - January 21, 2026

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
HOUSTON, TX
Past

October 14, 2014 - May 27, 2015

SANTANDER US CAPITAL MARKETS LLC

BD
CRD#: 150696
HOUSTON, TX
Past

March 19, 2013 - October 14, 2014

AMHERST SECURITIES GROUP, L.P.

BD
CRD#: 31141
HOUSTON, TX
Past

February 25, 2004 - June 14, 2011

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

September 12, 2003 - December 31, 2003

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(7/23/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/27/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/8/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

DS
DIRECTED SERVICES LLC
DIRECTED SERVICES LLC | DIRECTED SERVICES, LLC | DIRECTED SERVICES, INC.

CRD#: 21675 / SEC#: 801-32675, 8-39104

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
Suite 200 100, Scottsdale, AZ 85258
Mailing Address
Suite 1350 699 Walnut Street, Des Moines, IA 50309
Phone number
(515) 410-3008
Established
Delaware since 12/12/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
VENERABLE HOLDINGS, INCSHAREHOLDER
BROWN, KENNETH LEEPRESIDENT, CHIEF EXECUTIVE OFFICER, BOARD MEMBER5621811
ELLIS, ANGELA LEACHIEF COMPLIANCE OFFICER5969191
GELFAND, RICHARD EDWARDCHIEF FINANCIAL OFFICER5255203
HARDING, KRISTI LYNNBOARD MEMBER4017100

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIRECTED SERVICES LLC

CRD#: 21675Houston, TX 77007

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