Jeffrey A. Wood

CENTERLINE WEALTH ADVISORS

Louisville, KY 40223

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CRD#: 6581954

Professional summary

Jeffrey Allen Wood, who also goes by Jeffrey A Wood, is a registered financial advisor currently at CENTERLINE WEALTH ADVISORS, LLC located in Louisville, Kentucky.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey A Wood

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) - RIA

Click below to view Jeffrey Allen Wood's CRS (Customer Relationship Summary).

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

April 18, 2025 - Present

CENTERLINE WEALTH ADVISORS, LLC

Office #1: 10200 Forest Green Blvd. Suite 311, Louisville, KY 40223

RIA

CRD#: 164485

Louisville, KY

Past

August 23, 2017 - March 27, 2019

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

May 9, 2017 - June 18, 2018

JEFFERSON NATIONAL SECURITIES CORPORATION

CRD#: 47582

COLUMBUS, OH

Past

October 31, 2016 - April 28, 2017

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

LAGRANGE, KY

Past

November 13, 2015 - April 28, 2017

FIFTH THIRD SECURITIES, INC.

CRD#: 628

LAGRANGE, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTERLINE WEALTH ADVISORS, LLC

BALLAD ADVISORS, LLC | CENTERLINE WEALTH ADVISORS, LLC | BALLAD INVESTMENTS, LLC

CRD#: 164485 / SEC#: 801-76852

RIA

Registered Investment Advisory firm - (6/28/2012 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(4/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/31/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/18/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/23/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/13/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CENTERLINE WEALTH ADVISORS, LLC

BALLAD ADVISORS, LLC | CENTERLINE WEALTH ADVISORS, LLC | BALLAD INVESTMENTS, LLC

CRD#: 164485 / SEC#: 801-76852

RIA

Registered Investment Advisory firm - (6/28/2012 Approved)

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Contact information

Main Address

10200 Forest Green Blvd. Suite 311, Louisville, KY 40223

Mailing Address

Phone number

(502) 242-1561

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE (10/3/2025)

Regulatory assets under management

Total Number of Accounts	811
AUM (Assets Under Management)	$ 293,280,909

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey A. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIONWIDE INVESTMENT ADVISORS, LLC

JEFFERSON NATIONAL SECURITIES CORPORATION

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

CENTERLINE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2016

Series 63

Date: 1/18/2016

SIE

Date: 9/23/2022

Series 6

Date: 11/13/2015

Current Firm

CENTERLINE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTERLINE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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