Jack Gordon Wood

CRD 3179311 · Charles Schwab & Co., Inc. · Charlottesville, VA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 24Series 66
Registered states (39): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kentucky · Maryland · Massachusetts · Michigan · Missouri · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (16)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Charlottesville, VA · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Charlottesville, VA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Charlottesville, VA · IA capacity

start not retrieved → present
Foreside Fund Services, LLC
Brooklyn, NY · BC capacity

Jun 11, 2021 → Mar 30, 2022
Bluerock Capital Markets LLC
Newport Beach, CA · BC capacity

Apr 13, 2016 → Jan 3, 2017
Carey Financial, LLC
Huntington Beach, CA · BC capacity

Oct 14, 2008 → Apr 6, 2016
Afa Financial Group, LLC
Calabasas, CA · BC capacity

Aug 6, 2008 → Oct 16, 2008
Direct Capital Securities, Inc.
Austin, TX · BC capacity

Apr 10, 2008 → Aug 15, 2008
Nnn Capital Corp.
Santa Ana, CA · BC capacity

Sep 19, 2006 → Apr 16, 2007
Cole Capital Corporation
Phoenix, AZ · BC capacity

Feb 3, 2006 → Oct 2, 2006
Metlife Investors Distribution Company
New York City, NY · BC capacity

Dec 11, 2004 → Jun 24, 2005
Metlife Investors Distribution Company
Newport Beach, CA · BC capacity

Feb 16, 2001 → Dec 11, 2004
National Planning Corporation
Los Angeles, CA · BC capacity

Jul 26, 2000 → Jan 18, 2001
Jackson National Life Distributors, Inc.
Franklin, TN · BC capacity

Jul 26, 2000 → Jan 18, 2001
Equitable Distributors, Inc.
Charlotte, NC · BC capacity

Feb 15, 2000 → Jun 1, 2000
Signator Investors, Inc.
Boston, MA · BC capacity

Feb 23, 1999 → Feb 23, 2000

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 3179311 ↗ FINRA BrokerCheck record for CRD 3179311 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.