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JW

Joseph Edward Wright

CETERA INVESTMENT ADVISERS
WHEELING, WV
·CRD# 1519480·40 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
117 Edgington Ln, Wheeling, WV 26003
June 29, 2023 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
117 Edgington Ln, Wheeling, WV 26003
October 24, 2005 - Present
BLUE VASE CAPITAL MANAGEMENT·CRD# 133447
RIA
Wheeling, WV
January 5, 2006 - December 31, 2008
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
El Segundo, CA
November 14, 2005 - June 29, 2023
BLUE VASE SECURITIES, LLC·CRD# 46765
RIA
Wheeling, WV
March 1, 2001 - December 31, 2005
BLUE VASE SECURITIES, LLC·CRD# 46765
BD
Washington, PA
May 23, 2000 - October 24, 2005
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
June 1, 1996 - May 24, 2000
NORTH AMERICAN MANAGEMENT, INC.·CRD# 624
BD
Sioux Falls, SD
May 19, 1992 - June 1, 1996
CLEARING SERVICES OF AMERICA, INC.·CRD# 23623
BD
St. Louis, MO
April 2, 1991 - May 4, 1992
MAIN STREET MANAGEMENT COMPANY·CRD# 547
BD
Boston, MA
April 30, 1990 - April 9, 1991
TOWER SQUARE SECURITIES, INC.·CRD# 833
BD
El Segundo, CA
August 5, 1986 - October 31, 1989

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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 - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

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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

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(5/9/2024)
RR
Ohio
(10/24/2005)
RR
Pennsylvania
(10/24/2005)
RR
West Virginia
(10/24/2005)
IAR
West Virginia
(6/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1991About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1986About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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