JW
Jeffery V. Wright
WRIGHT WEALTH LLC | Founder
ATLANTA, GA 30339
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CRD#: 6086214
JW
Professional summary
Jeffery V Wright, CFA, who also goes by Jeffery Vernon Wright, is a registered financial advisor currently at WRIGHT WEALTH LLC located in Atlanta, Georgia.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeffery has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Jeff’s mantra is to serve others not as a task, but as a purpose.
Prior to founding Wright Wealth LLC, Jeff served as a managing director at NovaPoint Capital, a Vice President at Merrill Lynch, and a Senior Consultant at Booz Allen Hamilton. He is also a co-founder of 550 Capital Partners, a veteran-owned venture capital firm that invests in veteran-led startups.
Prior to his career in financial and economic consulting services, Jeff served as an officer in the United States Army. He served in 2nd Battalion, 505th Parachute Infantry Regiment of the 82nd Airborne Division and in 1st Bn 75th Ranger Regiment with combat deployments to Iraq and Afghanistan.
His volunteer leadership activities include serving on his church elder board and as EVP of the US Army Ranger Association. He is also a member of the Atlanta Society of Finance and Investment Professionals and the NorthEast Cobb Business Association.
Jeff holds a B.A. from the University of Texas at Austin, an MBA from the University of Maryland, College Park, and is a CFA Charterholder. He also holds a graduate certificate in Biblical Studies from Liberty University.
Personally, Jeff lives for the “three F’s”: Faith, Family, and Fitness. He is an avid fitness enthusiast and competes in triathlons, obstacle course races, and other road races. He loves to run with his daughter Kaitlyn, play sports with his son Jacob, and visit new restaurants and small towns with his wife Laura.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffery Vernon 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.
Name: 550 Capital Partners LLC Investment-Related: Yes Address: 198 14th Street Northwest, Atlanta, GA 30318 Nature of other business: Raise capital to invest in start up businesses Position: Founder Start date: 10/2019 Hours per month: 20 hours per month Hours per month during securities trading hours: 5 hours per month Duties: Administration, capital raising, and portfolio company research
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery V 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®
Education
University of Texas
University of Maryland, College Park
Experience
Current
January 11, 2024 - Present
WRIGHT WEALTH LLC
Office #1: Two Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339RIA
CRD#: 321215
ATLANTA, GA
Past
May 23, 2022 - December 31, 2023
WRIGHT WEALTH LLC
RIA
CRD#: 321215
ATLANTA, GA
Past
June 6, 2018 - May 17, 2022
NOVAPOINT CAPITAL LLC
RIA
CRD#: 173663
ATLANTA, GA
Past
December 18, 2012 - April 24, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
October 12, 2012 - April 24, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
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
Florida(2/19/2024)
IAR
Georgia(1/11/2024)
IAR
North Carolina(1/18/2024)
IAR
Tennessee(7/8/2024)
IAR
Texas(1/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WRIGHT WEALTH LLC
WRIGHT WEALTH LLC
CRD#: 321215 / SEC#:
Florida
Registered Investment Advisory firm - (2/19/2024 Approved)Georgia
Registered Investment Advisory firm - (1/11/2024 Approved)North Carolina
Registered Investment Advisory firm - (1/18/2024 Approved)Tennessee
Registered Investment Advisory firm - (7/3/2024 Approved)Texas
Registered Investment Advisory firm - (1/16/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Two Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339
Mailing Address
Phone number
(470) 373-1044
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 489 |
| AUM (Assets Under Management) | $ 97,101,599 |
Red Flags
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