Jason Wood
Rothschild Capital Partners · New York, New York
Jason Wood is a fee-only financial advisor at Rothschild Capital Partners in New York, New York. Jason focuses on divorce financial planning, retirement planning and founders (pre-exit). Rothschild Capital Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
Facts
| Firm | Rothschild Capital Partners |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $469.7M across 93 accounts |
| SEC registration | Investment adviser representative in DC, FL, IL, MD, NJ, NY, VA · CRD 2798860 |
| Exams passed | Series 63 (1996) · Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rothcap.com |
| Profile |
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Questions about Jason
Is Jason Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Rothschild Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Rothschild Capital Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jason Wood based?
Jason Wood is based in New York, New York.
What does Jason specialize in?
Jason's specialties include divorce financial planning, retirement planning, founders (pre-exit) and family wealth transfer. Jason works with divorced individuals and multi-generational families.
Is Jason Wood registered with the SEC?
Yes. Jason Wood is registered as an investment adviser representative in DC, FL, IL, MD, NJ, NY and VA (CRD 2798860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rothschild Capital Partners manage?
Rothschild Capital Partners reports $469.7M across 93 accounts in assets under management.
How do I contact Jason Wood?
Through Jason's website, www.rothcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rothschild Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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