Jill Wood
Professional summary
Jill Wood, who also goes by Jill Renee Albery, Jill R Wood, is a registered financial advisor currently at FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC located in Powell, Ohio.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jill has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jill Wood's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2017 - Present
FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC
October 1, 2012 - November 16, 2016
J.P. MORGAN SECURITIES LLC
October 1, 2012 - November 16, 2016
J.P. MORGAN SECURITIES LLC
October 4, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
October 3, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
August 5, 2010 - August 30, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 5, 2010 - August 30, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 12, 2009 - August 6, 2010
WELLS FARGO CLEARING SERVICES, LLC
March 3, 2009 - August 6, 2010
WELLS FARGO CLEARING SERVICES, LLC
November 6, 2008 - January 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2017)
(1/17/2017)
Exams
Current Firm
FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC
CRD#: 286173 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 25,444,588 |
Red Flags
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