Jon-caleb Wright
Professional Summary
Jon-caleb Wright is a registered financial advisor currently at AMERICAN FIDELITY SECURITIES, INC. located in Oklahoma City, Oklahoma. Jon-caleb is registered as a RR (Registered Representative) and started their career in finance in 2007. Jon-caleb has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
Current Firm
AMERICAN FIDELITY ASSURANCE | AMERICAN FIDELITY SECURITIES, INC.
Contact Information
Main Address
9000 Cameron Parkway, Oklahoma City, OK 73114-3701Mailing Address
9000 Cameron Parkway, Oklahoma City, OK 73114Phone Number
(405) 416-8967Established
Oklahoma since 08/26/1969Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (28 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN FIDELITY ASSURANCE COMPANY | SHAREHOLDER | — |
| BOLDEN, TIMOTHY H | DIRECTOR | 5376036 |
| COLON, TARYN K | ASSISTANT VICE PRESIDENT, TREASURER, FINOP PRINCIPAL, AND PRINCIPAL FINANCIAL OFFICER | 7642942 |
| DOHERTY, JAMES HUGH | PRINCIPAL OPERATIONS OFFICER | 4197747 |
| GRANT, ANGELA FAITH | DIRECTOR | 4176509 |
| KEELING, COURTNEY DANAE | DIRECTOR, PRESIDENT/CEO AND CHIEF COMPLIANCE OFFICER | 7675059 |
| OVERFIELD, LINDA E | ASSISTANT VICE PRESIDENT | — |
Disclosures
Regulatory Event
1Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(7/10/2007)
(6/24/2009)
(9/4/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2007About the Series 6 examSRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.
CRS (Client Relationship Summary) - BD
Click below to view Jon-caleb Wright's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHASE LINE FINANCIAL
MILVIAN BRIDGE ADVISORY
VOYA FINANCIAL ADVISORS, INC.