Caleb Jaudon Wright
Professional Summary
Caleb Jaudon Wright was a registered financial advisor. Caleb was a previously registered financial professional and started their career in finance 2013 - 2015. Caleb had worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 26 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.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
GUIDESTONE FINANCIAL SERVICES
Contact Information
Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Mailing Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Phone Number
(214) 720-6486Established
Texas since 06/26/2008Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | MEMBER | — |
| ALDERMAN, RALPH WARREN JR | DIRECTOR | 8333619 |
| BAILEY, CHAD MICHAEL | PRESIDENT | 5567481 |
| COOK, ROBERT SCOTT | VICE PRESIDENT AND SECRETARY | 5587943 |
| EMFINGER, GLENN DUDLEY | DIRECTOR | 8324235 |
| HALPIN, JEREMY LOWELL | FINOP/CFO/TREASURER | 6560503 |
| MOLINA, STEPHANIE JEAN | CHIEF COMPLIANCE OFFICER | 5115805 |
| POWELL, KEITH ALLEN | DIRECTOR | 8328076 |
| TUCKER, JASON | DIRECTOR | 8141526 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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 Aug 2013About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 2014About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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