Jefferey Wood is a registered investment advisor, based in Winston, NC, with 17 years of industry experience.
Location
Winston, NC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jefferey is a co-trustee on a personal investment account and trustee for two irrevocable trusts established in 2024. These are non-compensated roles.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
November 2025 - Present · 8 mos
Apollon Wealth Management, LLC
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
J. Alden Associates, INC.Broker
October 2023 - November 2025 · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2016 - October 2023 · 7 yrs 1 mo
Raymond James & Associates, INC.
September 2016 - October 2023 · 7 yrs 1 mo
Deutsche Bank Securities INC.
August 2008 - September 2016 · 8 yrs 1 mo
Deutsche Bank Securities INC.Broker
July 2008 - September 2016 · 8 yrs 2 mos
State Registrations8 states
CACOFLNCNHNYUTVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.