JILL WOOD - Investment Adviser at FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC

Investment Adviser Public Disclosure SEC and NASAA logo Image

Investment Adviser Search
Investment Adviser Data
Form ADV Data
Resources
Investment Advisor Representative
Report Summary

Individual
Firm

When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.

< Back to Results

Detailed ReportReport

JILL WOOD

JILL RENEE ALBERY, JILL R WOOD

CRD#: 5576635

Investment Adviser

Previous Broker

FREEWOOD PRIVATE WEALTH MANAGEMENT, LLCCRD#: 286173

POWELL, OH

Registration History

Disclosure(s)

View By:

10/28/2016

Employment Separation After Allegations

License(s)

State Registrations

Ohio 1/3/2017

Texas 1/17/2017

Current Registration(s)

FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC (CRD#:286173)

POWELL, OH

Registered with this firm since 1/3/2017

Previous Registration(s)

th hidden text	th hidden text	Name	Location
IA	10/01/2012 - 11/16/2016	J.P. MORGAN SECURITIES LLC (CRD#:79)	WORTHINGTON, OH
B	10/01/2012 - 11/16/2016	J.P. MORGAN SECURITIES LLC (CRD#:79)	WORTHINGTON, OH
IA	10/04/2011 - 10/01/2012	CHASE INVESTMENT SERVICES CORP. (CRD#:25574)	WORTHINGTON, OH
B	10/03/2011 - 10/01/2012	CHASE INVESTMENT SERVICES CORP. (CRD#:25574)	WORTHINGTON, OH
IA	08/05/2010 - 08/30/2011	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)	UPPER ARLINGTON, OH
B	08/05/2010 - 08/30/2011	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)	UPPER ARLINGTON, OH
IA	03/12/2009 - 08/06/2010	WELLS FARGO ADVISORS, LLC (CRD#:19616)	COLUMBUS, OH
B	03/03/2009 - 08/06/2010	WELLS FARGO ADVISORS, LLC (CRD#:19616)	COLUMBUS, OH
B	11/06/2008 - 01/20/2009	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)	COLUMBUS, OH

J.P. MORGAN SECURITIES LLC (CRD#:79)

WORTHINGTON, OH

10/01/2012 - 11/16/2016

J.P. MORGAN SECURITIES LLC (CRD#:79)

WORTHINGTON, OH

10/01/2012 - 11/16/2016

CHASE INVESTMENT SERVICES CORP. (CRD#:25574)

WORTHINGTON, OH

10/04/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CRD#:25574)

WORTHINGTON, OH

10/03/2011 - 10/01/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)

UPPER ARLINGTON, OH

08/05/2010 - 08/30/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)

UPPER ARLINGTON, OH

08/05/2010 - 08/30/2011

WELLS FARGO ADVISORS, LLC (CRD#:19616)

COLUMBUS, OH

03/12/2009 - 08/06/2010

WELLS FARGO ADVISORS, LLC (CRD#:19616)

COLUMBUS, OH

03/03/2009 - 08/06/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)

COLUMBUS, OH

11/06/2008 - 01/20/2009

For additional information about investment advisers or broker-dealers, please visit

www.investor.gov

Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.