Jake Wood, Financial Advisor located in Washington, DC

Financial Advisor
Jake Wood

1300 Connecticut Ave NW, Suite 550, Washington, DC 20036opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Sustainable Investing
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances
  • Portfolio Reviews
  • Business Retirement Plans

Personal Interests

  • Art & Theater
  • Board Games
  • Hiking
  • Movies & Entertainment
  • Sports Enthusiast

Team Members

  • Michelle Ohmke
    Registered Branch Associate
  • Farida Merchant
    Sr. Branch Office Administrator
  • Tsili Wolf
    Sr. Branch Office Administrator
  • Andrea King
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(771) 243-3608

Fax

(866) 532-8603

Office Address

1300 Connecticut Ave NW
Suite 550
Washington, DC 20036opens in a new window

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