JAMES MATTHEW WOOD is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with CRESCENT GROVE ADVISORS.
| Firm | From | To | Current |
|---|---|---|---|
| CRESCENT GROVE ADVISORS | 2015-05-04 | present | Yes |
| BMO ASSET MANAGEMENT CORP. | 2012-06-08 | 2015-05-07 | — |
| M&I INVESTMENT MANAGEMENT CORP. | 2008-07-18 | 2012-06-08 | — |
| M&I FINANCIAL ADVISORS, INC | 2008-02-08 | 2008-02-08 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 1999-08-03 | 2007-10-17 | — |