Jeffery Vernon Wright
CFAProfessional Summary
Jeffery Vernon Wright, CFA, who also goes by Jeffery V 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Jeffery V Wright
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
Website
xxxxxxxxxx.xxx
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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
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
Education
University of Texas
BA
BA
University of Maryland, College Park
MBA
MBA
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Current Firm
WRIGHT WEALTH LLC
Contact Information
Main Address
Two Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339Phone Number
(470) 373-1044# of Employees
7SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
839AUM (Assets Under Management)
$188,462,210Similar Advisors
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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.
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Primary Firm SEC Registration
WRIGHT WEALTH LLC
State Registrations and Notice Filings
(2/19/2024)
(1/11/2024)
(1/18/2024)
(7/8/2024)
(1/22/2024)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Vernon Wright's CRS (Customer Relationship Summary).
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