JW
Jeffrey Wright
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 5368305
JW
Professional summary
Jeffrey Wright, who also goes by Jeffrey D. Wright, Jeffrey Darnell Wright, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Atlanta, Georgia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Montgomery, Alabama.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeffrey has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey D. Wright | Jeffrey Darnell 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.
1) ROFESSIONAL DEVELOPMENT SERVICES, 4137 CARMICHAEL RD STE 3 MONTGOMERY AL, 3/2017, ANALYST, EDUCATIONAL CONSULTING, NIR, 8/MO 0/TRADING 2) INDEPENDENT INSURANCE AGENT, 4137 CARMICHAEL RD STE 3 MONTGOMERY AL, 3/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 5/WK 1/TRADING. 3) GREENWOOD WEALTH MANAGEMENT, 4137 CARMICHAEL RD STE 300 MONTGOMERY AL, 3/2017, OWNER, ADV REP OF A REGISTERED INV ADV, RIA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 20/WK 20/TRADING, 03/2017 5) THE CHILDREN'S CENTER OF MONTGOMERY, 310 N MADISON TERRACE MONTGOMERY AL, 11/2011, PRESIDENT, BOARD MEMBEM, NIR, 3/MO 0/TRADING 6) BAPTIST HEALTH SYSTEM, 2105 E SOUTH BLVD MONTGOMERY AL, 05/2018, BOARD MEMBER, NIR, 1/MO 0/TRADING 7) FAMILY GUIDANCE CENTER, 2358 FAIRLANE DR MONTGOMERY AL, 10/2018, BOARD MEMBER, NIR, 1/MO 0/TRADING 8) JEFF KNOWS MONEY, 4137 CARMICHAEL RD STE 3 MONTGOMERY AL, 05/2019. PRESIDENT, PODCAST CO-HOST, NIR, 8/MO 0/TRADING 9) GREENWOOD FINANCIAL NETWORK, 1100 PEACHTREE ST NE STE 250 ATLANTA GA, STREAMING TELEVISION NETWORK, OWNER, 09/2020, NIR, 0/MO 0/TRADING 10) BRIDGING FINANCIAL GAPS, 1765 LOCH LOMAND TRL SW SOUTH FULTON GA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 10/2020, NIR, 4/MO 0/TRADING 11) SOLE FOR A SOLE, 1235 Primrose Ln, Montgomery AL 36111, United States, 12/01/2023, Owner, Retail Sales/Distribution, NIR, 5 HR/MO 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey 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®
NoneExperience
Current
March 16, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309Office #2: 4137 Carmichael Rd. Ste. 300, Montgomery, AL 36106RIA
CRD#: 134139
Atlanta, GA
Current
March 16, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 4137 Carmichael Rd. Ste. 300, Montgomery, AL 36106BD
CRD#: 39543
Montgomery, AL
Past
September 3, 2013 - March 20, 2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
MONTGOMERY, AL
Past
September 3, 2013 - March 20, 2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
MONTGOMERY, AL
Past
April 24, 2012 - August 26, 2013
EQUITY SERVICES, INC.
RIA
CRD#: 265
MONTGOMERY, AL
Past
April 24, 2012 - August 26, 2013
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTGOMERY, AL
Past
January 3, 2011 - December 16, 2011
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
MONTGOMERY, AL
Past
January 3, 2011 - December 16, 2011
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
MONTGOMERY, AL
Past
December 22, 2009 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
WINDSOR, CT
Past
December 22, 2009 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
May 14, 2009 - December 7, 2009
EQUITY SERVICES, INC.
RIA
CRD#: 265
MONTGOMERY, AL
Past
May 14, 2009 - December 7, 2009
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTGOMERY, AL
Past
November 28, 2007 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
COLUMBUS, GA
Past
October 15, 2007 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
COLUMBUS, GA
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/16/2017)
IAR
Alabama(3/16/2017)
RR
California(4/22/2020)
RR
Florida(7/17/2017)
RR
Georgia(3/16/2017)
IAR
Georgia(8/8/2017)
RR
Louisiana(1/3/2022)
RR
Nevada(3/21/2023)
RR
North Carolina(1/26/2024)
RR
Tennessee(2/3/2021)
RR
Texas(2/24/2025)
IAR
Texas(2/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
