Chief Investment Officer · Rothschild Capital Partners
Jason B. Wood
CRD 2798860 · Named on Form ADV at one SEC-registered adviser
At a glance
Rothschild Capital Partners, an SEC-registered private fund adviser based in New York, NY with $470 million in regulatory assets, lists Jason B. Wood on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Rothschild Capital PartnersChief Investment OfficerPrivate fund adviser · New York, NY · $470M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 7 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David D. RothschildChief Executive Officer, Rothschild Capital Partners
- Michael J. LevensonChief Operating Officer, Chief Compliance Officer, Rothschild Capital Partners
- Marguerite A. CookPresident of Wealth and Engagement Planning, Rothschild Capital Partners
- John S. DameGeneral Counsel, Rothschild Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.