Investment adviser representative · Centerline Wealth Advisors, LLC
Jeffrey A. Wood
CRD 6581954 · Louisville, KY
At a glance
Jeffrey A. Wood is an investment adviser representative with Centerline Wealth Advisors, LLC in Louisville, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2016, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Centerline Wealth Advisors, LLCSince April 2025Louisville, KY · $326M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jeffrey’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
- 2 firmsLocked
- 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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Centerline Wealth Advisors, LLC
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