LPL Financial
28yrs
Top 18% by experience in Fortuna
29yrs
Based in Fortuna, California, Herbert Wood is a fiduciary financial advisor with 29 years of industry experience. Herbert has been with Edward Jones since 2005; before that, Herbert spent two years at Pgim Investments. Herbert holds the CFP® designation.
One of 11 advisors with offices in Fortuna, and one of 11 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top advisor by experience in Fortuna
Office3855 Rohnerville Rd, Fortuna, CA 95540
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2005 – nowEdward JonesCurrent firm
- Oct 2000 – Apr 2002Pgim Investments LLCPreviously
Contact Herbert
Local office(707) 725-1112Ask for Herbert. (314) 515-2000Main office · St. Louis, MO 3855 Rohnerville RdFortuna, CA 95540Office · Get directions
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Questions to ask Herbert
Tailored to Herbert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Herbert
How do I contact Herbert?
Call Herbert’s local office at (707) 725-1112 or the Edward Jones main office at (314) 515-2000, and ask for Herbert Wood.
How long has Herbert been a financial advisor?
Herbert has been in the industry since 1997, about 29 years. Top advisor by experience in Fortuna.
What licenses does Herbert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Herbert a fiduciary?
Herbert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Herbert paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Herbert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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