Jacob Wood, CIMA®

Senior Associate

Jacob Wood is a senior associate of Wilshire Associates. Mr. Wood has over 16 years of industry experience and joined Wilshire Associates in 2017 to focus on distribution for several of Wilshire Funds Management’s financial intermediary clients. Previously he has held positions in financial services, investment product management, relationship management, and sales with Cetera Financial Group, Soledad Investment Management, LLC, and Morgan Stanley.

Mr. Wood earned his BBA from Southern Methodist University. He is a Certified Investment Management Analyst professional and a Series 7 and 63 registered representative with Foreside, a third-party broker-dealer.

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