JW
Joseph E. Wright
CETERA INVESTMENT ADVISERS LLC
WHEELING, WV 26003
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CRD#: 1519480
JW
Professional summary
Joseph Edward Wright is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wheeling, West Virginia and CETERA WEALTH SERVICES, LLC located in Wheeling, West Virginia.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Joseph has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FIXED INSURANCE SALES, LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC. 5% OF INCOME AND TIME; INSURANCE DBA OF WRIGHT FINANCIAL.
2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
START DATE: SEPTEMBER 18, 2012
APX NUMBER OF HOURS PER WEEK: 38 HOURS
APX NUMBER OF HOURS DURING TRADING HOURS: 38 HOURS
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE;
3. NAME OF OTHER BUSINESS: WRIGHT FINANCIAL
INVESTMENT RELATED: YES
ADDRESS: 117 EDGINGTON LANE, WHEELING WV, 10090
NATURE OF BUSINESS: LIFE INSURANCE AGENCY
START DATE: JULY 1, 1991
APX NUMBER OF HOURS PER WEEK: 10 HOURS
APX NUMBER OF HOURS DURING TRADING HOURS: 10 HOURS
BRIEF DESCRIPTION OF DUTIES: GENERAL AGENT
4. NAME OF OTHER BUSINESS: MT. OLIVET METHODIST CHURCH
INVESTMENT RELATED: NO
ADDRESS: 500 FAIRMONT PIKE, WHEELING WV 26003
NATURE OF BUSINESS: MONITORING CHURCH FINANCES
START DATE: APRIL 2011
APX NUMBER OF HOURS PER WEEK: 2 HOURS
APX NUMBER OF HOURS DURING TRADING HOURS: 2 HOURS
BRIEF DESCRIPTION OF DUTIES: FINANCE COMMITTEE CHAIRMAN
5. NAME OF OTHER BUSINESS: HAROLD D. SIMMS REVOCABLE TRUST
INVESTMENT RELATED: NO
ADDRESS: 866 ALEPPO ROAD, NEW FREEPORT, PA 15352
NATURE OF BUSINESS: SUCCESSOR TRUSTEE OF FIRST COUSINS REVOCABLE TRUST
START DATE: SEPTEMBER 2012
APX NUMBER OF HOURS PER WEEK: 1 HOUR
APX NUMBER OF HOURS DURING TRADING HOURS: 1 HOUR
BRIEF DESCRIPTION OF DUTIES: WILL SERVE AS SUCCESSOR TRUSTEE OF REVOCABLE TRUST UPON DEATH OR DISABILITY OF GRANTOR TRUSTEES
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Edward Wright's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 44 15th St Mccoy Building, Wheeling, WV 26003RIA
CRD#: 105644
WHEELING, WV
Current
October 24, 2005 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 117 Edgington Ln, Wheeling, WV 26003BD
CRD#: 13572
Wheeling, WV
Past
January 5, 2006 - December 31, 2008
BLUE VASE CAPITAL MANAGEMENT
RIA
CRD#: 133447
WHEELING, WV
Past
November 14, 2005 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
March 1, 2001 - December 31, 2005
BLUE VASE SECURITIES, LLC
RIA
CRD#: 46765
WHEELING, WV
Past
May 23, 2000 - October 24, 2005
BLUE VASE SECURITIES, LLC
BD
CRD#: 46765
WASHINGTON, PA
Past
June 1, 1996 - May 24, 2000
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
May 19, 1992 - June 1, 1996
NORTH AMERICAN MANAGEMENT, INC.
BD
CRD#: 624
SIOUX FALLS, SD
Past
April 2, 1991 - May 4, 1992
CLEARING SERVICES OF AMERICA, INC.
BD
CRD#: 23623
ST. LOUIS, MO
Past
April 30, 1990 - April 9, 1991
MAIN STREET MANAGEMENT COMPANY
BD
CRD#: 547
BOSTON, MA
Past
August 5, 1986 - October 31, 1989
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/9/2024)
RR
Maryland(5/29/2025)
RR
Ohio(10/24/2005)
RR
Pennsylvania(10/24/2005)
RR
West Virginia(10/24/2005)
IAR
West Virginia(6/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Wheeling, WV 26003TRUST BUT VERIFY
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