# Wood J D & Co

> Wood J D & Co is a state-registered investment advisory firm, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 109666
- Filed as: WOOD J D & CO
- Legal name: Wood Jonathan David
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109666
- AdvisorCensus page: https://advisorcensus.com/firm/wood-j-d-and-co-109666

## Quick answers

**How is Wood J D & Co compensated?**
On its Form ADV (Item 5.E, October 2026), Wood J D & Co reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wood J D & Co registered with the SEC or a state?**
Wood J D & Co is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 109666.

**How much does Wood J D & Co manage?**
Wood J D & Co reports $19,944,066 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Wood J D & Co serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Wood J D & Co report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109666

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,944,066
- Discretionary: $19,944,066
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 6 | $19,944,066 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jdwoodandcompany.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wood J D & Co (CRD 109666): Form ADV filing data as of October 2026.