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JW

Jeffrey Allen Wright

CFP®
TEAMWORK FINANCIAL ADVISORS
HOUSTON, TX
·CRD# 2515933·32 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeffrey A Wright

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Credentials

CFP®
Certified Financial Planner

Years of Experience

32 years in the financial services industry

Current & Past Employments

TEAMWORK FINANCIAL ADVISORS, LLC·CRD# 165237
RIA
9811 Katy Frwy Suite 1075, Houston, TX 77024
August 25, 2023 - Present
MML STRATEGIC DISTRIBUTORS, LLC·CRD# 168638
BD
Springfield, MA
May 10, 2021 - May 16, 2023
SYMETRA SECURITIES, INC.·CRD# 739
BD
Waltham, MA
September 30, 2013 - March 12, 2021
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
RIA
Bellevue, WA
November 19, 2012 - October 2, 2013
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
BD
Bellevue, WA
November 19, 2012 - September 30, 2013
SUN LIFE FINANCIAL DISTRIBUTORS, INC.·CRD# 5496
BD
Boston, MA
March 8, 2011 - December 31, 2011
EQUITY SERVICES, INC.·CRD# 265
RIA
Newington, CT
June 10, 2008 - March 17, 2011
EQUITY SERVICES, INC.·CRD# 265
BD
Newington, CT
June 10, 2008 - March 17, 2011
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Glastonbury, CT
September 7, 2005 - June 4, 2008
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Glastonbury, CT
September 7, 2005 - June 4, 2008
PACIFIC SELECT DISTRIBUTORS, LLC·CRD# 4452
BD
Newport Beach, CA
January 13, 2005 - September 1, 2005
MUTUAL SERVICE CORPORATION·CRD# 4806
BD
Boston, MA
April 10, 2002 - December 31, 2004
PACIFIC SELECT DISTRIBUTORS, LLC·CRD# 4452
BD
Newport Beach, CA
July 31, 1999 - March 14, 2002
HIMCO DISTRIBUTION SERVICES COMPANY·CRD# 6604
BD
Hartford, CT
August 1, 1997 - August 26, 1999
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
January 31, 1997 - August 8, 1997
KEOGLER, MORGAN & COMPANY, INC.·CRD# 16546
BD
Atlanta, GA
April 19, 1996 - January 31, 1997
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
November 14, 1995 - August 21, 1997
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
April 6, 1995 - October 25, 1995
MML INVESTORS SERVICES, LLC·CRD# 10409
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Springfield, MA
July 25, 1994 - April 6, 1995

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Current Firm

TF
TEAMWORK FINANCIAL ADVISORS, LLC

TEAMWORK FINANCIAL ADVISORS LLC | TEAMWORK FINANCIAL ADVISORS, LLC

CRD#: 165237 / SEC#: 801-114801
RIA
Registered Investment Advisory firm - SEC (3/6/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

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

Phone Number

(210) 687-1333

# of Employees

26

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TEAMWORK FINANCIAL ADVISORS, LLC ADV PART 2A (4/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,648

AUM (Assets Under Management)

$1,013,528,875

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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.

- 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

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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".
TF
TEAMWORK FINANCIAL ADVISORS, LLC

TEAMWORK FINANCIAL ADVISORS LLC | TEAMWORK FINANCIAL ADVISORS, LLC

CRD#: 165237 / SEC#: 801-114801
RIA
Registered Investment Advisory firm - SEC (3/6/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (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.
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

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1994About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1997About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1994About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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JW
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