Jocelyn D. Wright

PF WEALTH MANAGEMENT GROUP

OAKLAND, CA 94612

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CRD#: 2485742

Professional summary

Jocelyn Diana Wright, CFP® is a registered financial advisor currently at PF WEALTH MANAGEMENT GROUP, LLC located in Oakland, California.

Jocelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jocelyn has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

Delaware State University, Not Investment Related - Dover, DE; Educational Institution; Adjunct Professor & Interim Co-Director Financial Literacy Institute; Start Date: 01/2022; Hours 10-15hrs/week; 40-60 hrs/month; 5-7 hrs per week are during securities trading hours. Insurance Sales - Rep maintains an active insurance license.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jocelyn Diana 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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

March 19, 2021 - Present

PF WEALTH MANAGEMENT GROUP, LLC

Office #1: 1970 Broadway Suite 525, Oakland, CA 94612

RIA

CRD#: 140015

OAKLAND, CA

Past

January 3, 2011 - January 9, 2022

ASCENSION INVESTMENT ADVISORS

RIA

CRD#: 121753

PHILADELPHIA, PA

Past

September 29, 2009 - December 31, 2017

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

JENKINTOWN, PA

Past

March 2, 2009 - August 7, 2009

NEW ENGLAND SECURITIES

RIA

CRD#: 615

NEWTOWN SQUARE, PA

Past

February 18, 2009 - August 7, 2009

NEW ENGLAND SECURITIES

CRD#: 615

NEWTOWN SQUARE, PA

Past

May 23, 2007 - January 16, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

HOUSTON, TX

Past

May 23, 2007 - January 16, 2009

LPL FINANCIAL LLC

CRD#: 6413

HOUSTON, TX

Past

January 1, 2006 - October 1, 2007

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

RIA

CRD#: 119127

HOUSTON, TX

Past

October 31, 2002 - May 24, 2007

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

HOUSTON, TX

Past

September 20, 2002 - December 31, 2005

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

RIA

CRD#: 119127

HOUSTON, TX

Past

May 9, 2002 - May 24, 2007

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

HOUSTON, TX

Past

December 14, 1994 - August 17, 1995

NOMURA SECURITIES INTERNATIONAL, INC.

CRD#: 4297

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

California
(3/19/2021)

IAR

Pennsylvania
(9/2/2021)

IAR

Texas
(7/12/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2002

General Securities Representative Examination

Current Firm

PF WEALTH MANAGEMENT GROUP, LLC

PF WEALTH MANAGEMENT GROUP, LLC | WEALTH MANAGEMENT GROUP, LLC

CRD#: 140015 / SEC#:

California

Registered Investment Advisory firm - (4/7/2006 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/13/2021 Approved)

Texas

Registered Investment Advisory firm - (7/12/2021 Approved)

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Contact information

Main Address

1970 Broadway Suite 525, Oakland, CA 94612

Mailing Address

Phone number

(800) 750-5764

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 39,979,719

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jocelyn D. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jocelyn Diana Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENSION INVESTMENT ADVISORS

GROVE POINT INVESTMENTS, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

1717 CAPITAL MANAGEMENT COMPANY

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

1717 CAPITAL MANAGEMENT COMPANY

NOMURA SECURITIES INTERNATIONAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2002

Series 63

Date: 4/26/2002

SIE

Date: 12/31/2017

Series 7

Date: 5/8/2002

Current Firm

PF WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PF WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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