Jeffrey A. Wright

TEAMWORK FINANCIAL ADVISORS

Houston, TX 77056

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CRD#: 2515933

Professional summary

Jeffrey Allen Wright, CFP®, who also goes by Jeffrey A Wright, is a registered financial advisor currently at TEAMWORK FINANCIAL ADVISORS, LLC located in Houston, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeffrey has worked at 14 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey A Wright

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.

- My wife and I own two vacation rentals - My wife and I own minority interest in 3 oil well investments, all of which are private investments - I own 1.6% of an internet marketing firm named Fuzati 1) NAME: Livin the Dream Galveston INV REL: Y ADD: 16556 Pompano way, Jamaica Beach TX 77554 NATURE: it's a vacation home we own and do short-term rentals POSITION: co-owner with my wife of the home �?" Marina Wright START DATE: Sept 2016, purchased home Dec. 2015 NO. HR/MO: < 1 per month NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: co-owner and hire a rental agency to market and manage 2) NAME: LTD Maui, LLC (livin the Dream Maui) INV REL: Y ADD: 2960 S Kihei Rd, #514, Kihei HI 96753 NATURE: Vacation condo, which we rent for short �?" term rentals POSITION: co-owner with my wife, Marina Wright of the condo START DATE: 02/2020 NO. HR/MO: < 1 hour per month NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: co-owner and we hired a rental agency to market and manage 3) NAME: Tahoe �?" SSV I, LLC INV REL: N ADD: 1600 Highway 6, Ste. 400, Sugar Land TX 77478 NATURE: Oil Well POSITION: minority investor START DATE: 2014 NO. HR/MO: < 1 hour per year NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I am an investor, without any duties, responsibility or control 4) NAME: Tahoe Cottonwood Unified, LLC INV REL: N ADD: 16 Highway 6, Ste. 400, Sugar Land, TX 77478 NATURE: Oil Well POSITION: Minority investor, without any duties, responsibilities or control START DATE: 2015 NO. HR/MO: < 1 Hour per Year NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Minority investor, without any duties, responsibilities or control

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Wright's CRS (Customer Relationship Summary).

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

Experience

Current

August 25, 2023 - Present

TEAMWORK FINANCIAL ADVISORS, LLC

Office #1: 5444 Westheimer Road Suite 1685, Houston, TX 77056

RIA

CRD#: 165237

Houston, TX

Past

May 10, 2021 - May 16, 2023

MML STRATEGIC DISTRIBUTORS, LLC

CRD#: 168638

SPRINGFIELD, MA

Past

September 30, 2013 - March 12, 2021

SYMETRA SECURITIES, INC.

CRD#: 739

WALTHAM, MA

Past

November 19, 2012 - October 2, 2013

SIGNATOR FINANCIAL SERVICES, INC.

RIA

CRD#: 19061

BELLEVUE, WA

Past

November 19, 2012 - September 30, 2013

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BELLEVUE, WA

Past

March 8, 2011 - December 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

BOSTON, MA

Past

June 10, 2008 - March 17, 2011

EQUITY SERVICES, INC.

RIA

CRD#: 265

NEWINGTON, CT

Past

June 10, 2008 - March 17, 2011

EQUITY SERVICES, INC.

CRD#: 265

NEWINGTON, CT

Past

September 7, 2005 - June 4, 2008

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

GLASTONBURY, CT

Past

September 7, 2005 - June 4, 2008

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

GLASTONBURY, CT

Past

January 13, 2005 - September 1, 2005

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

April 10, 2002 - December 31, 2004

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

July 31, 1999 - March 14, 2002

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

August 1, 1997 - August 26, 1999

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

January 31, 1997 - August 8, 1997

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 19, 1996 - January 31, 1997

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

November 14, 1995 - August 21, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

April 6, 1995 - October 25, 1995

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

July 25, 1994 - April 6, 1995

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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".

TEAMWORK FINANCIAL ADVISORS, LLC

TEAMWORK FINANCIAL ADVISORS LLC | TEAMWORK FINANCIAL ADVISORS, LLC

CRD#: 165237 / SEC#: 801-114801

RIA

Registered Investment Advisory firm - (3/6/2019 Approved)

Texas

Registered Investment Advisory firm - (3/27/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(8/25/2023)

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.

Exams

State Security Law Exam

Series 63

Date: 8/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/22/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TEAMWORK FINANCIAL ADVISORS, LLC

TEAMWORK FINANCIAL ADVISORS LLC | TEAMWORK FINANCIAL ADVISORS, LLC

CRD#: 165237 / SEC#: 801-114801

RIA

Registered Investment Advisory firm - (3/6/2019 Approved)

Texas

Registered Investment Advisory firm - (3/27/2019 Terminated)

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Contact information

Main Address

8 Dominion Drive Bldg 100-103, San Antonio, TX 78257

Mailing Address

Phone number

(210) 687-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TEAMWORK FINANCIAL ADVISORS, LLC ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	4,253
AUM (Assets Under Management)	$ 800,455,586

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey A. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML STRATEGIC DISTRIBUTORS, LLC

SYMETRA SECURITIES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

PACIFIC SELECT DISTRIBUTORS, LLC

MUTUAL SERVICE CORPORATION

PACIFIC SELECT DISTRIBUTORS, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

OSAIC WEALTH, INC.

KEOGLER, MORGAN & COMPANY, INC.

MML INVESTORS SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

TEAMWORK FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/1994

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/1/1997

Series 6

Date: 7/22/1994

Current Firm

TEAMWORK FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEAMWORK FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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