Jerry L. Wright
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jerry Lynn Wright was a registered financial professional .
Jerry is a previously registered financial professional and started their career in finance in 1995. Jerry had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 52 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 27, 2017 - September 21, 2020
BEAR CREEK ASSET MANAGEMENT, LLC
September 16, 2009 - July 15, 2016
COLLIERS SECURITIES LLC
February 7, 2007 - October 12, 2009
CITIGROUP GLOBAL MARKETS INC.
January 17, 2002 - February 7, 2007
MOUNTAINVIEW SECURITIES, LLC
June 18, 1997 - November 14, 2001
WILLIAM R. HOUGH & CO.
March 26, 1997 - June 25, 1997
ALEX. BROWN & SONS INCORPORATED
December 5, 1995 - May 7, 1996
ALEX. BROWN & SONS INCORPORATED
Primary Firm SEC Registration
BEAR CREEK ASSET MANAGEMENT, LLC
CRD#: 137677 / SEC#: 801-64862
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BEAR CREEK ASSET MANAGEMENT, LLC
CRD#: 137677 / SEC#: 801-64862
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 7,457,031,060 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 09/13/2024 | ||
| 11/20/2023 | ||
| 12/15/2022 |
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.
