JW
Jo D. Wright
CETERA INVESTMENT ADVISERS LLC
CLARKSVILLE, TN 37040
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CRD#: 6430815
JW
Professional summary
Jo Dee Wright, who also goes by Jo Dee Wall, Jo Dee Wall Wright, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Clarksville, Tennessee and CETERA WEALTH SERVICES, LLC located in Clarksville, Tennessee.
Jo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jo has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jo Dee Wall | Jo Dee Wall 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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
START DATE: 11/2016
APX NUMBER OF HOURS PER WEEK: 20
APX NUMBER OF HOURS DURING TRADING HOURS: 20
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, AND LONG TERM CARE
2. NAME OF OTHER BUSINESS: JACK B. TURNER AND ASSOCIATES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: ADMINISTRATIVE ASSISTANT TO GEORGE BAILEY MARTIN WHO IS ALSO A REGISTERED REPRESENTATIVE WITH CETERA ADVISOR NETWORKS
START DATE: 12/14
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICES ACTIVITIES: ASSIST WITH UNDERWRITING PROCESS FOR NEW INSURANCE POLICIES, CLIENT SERVICE FOR INSURANCE CLIENTS
3. NAME OF OTHER BUSINESS: CLARKSVILLE-MONTGOMERY COUNTY EDUCATION FOUNDATION;
INVESTMENT RELATED: NO;
ADDRESS: 621 GRACEY AVE, CLARKSVILLE, TN 37040
NATURE OF BUSINESS: FOUNDATION;
START DATE: 08/2019;
POSITION/TITLE/RELATIONSHIP: BOARD MEMBER / GROWTH AND DEVELOPMENT COMMITTEE CHAIR;
APX NUMBER OF HOURS PER WEEK: LESS THAN 1;
APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1;
BRIEF DESCRIPTION OF DUTIES: INVESTMENT STATEMENT REVIEW, HELP ALLOCATE FUNDS FOR PRIORITIES OF THE SCHOOL SYSTEM;
4. NAME OF OTHER BUSINESS: AUSTIN PEAY STATE UNIVERSITY;
INVESTMENT RELATED: NO;
ADDRESS: 601 COLLEGE ST, CLARKSVILLE, TN 37044;
NATURE OF BUSINESS: HIGHER EDUCATION;
START DATE: 08/2019;
POSITION/TITLE/RELATIONSHIP: ADJUNCT INSTRUCTOR;
APX NUMBER OF HOURS PER WEEK: 5;
APX NUMBER OF HOURS DURING TRADING HOURS: 5;
BRIEF DESCRIPTION OF DUTIES: UPLOAD CONTENT AND ASSIGNMENTS FOR STUDENTS, REVIEW AND GRADE ASSIGNMENTS AND EXAMS, FACILITATE ONLINE DISCUSSIONS OF CLASS TOPICS;
CRS (Client Relationship Summary) - RIA
Click below to view Jo Dee 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
July 23, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 201 Main Street, Clarksville, TN 37040RIA
CRD#: 105644
CLARKSVILLE, TN
Current
May 16, 2017 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 201 Main Street, Clarksville, TN 37040BD
CRD#: 13572
Clarksville, TN
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
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Kentucky(6/18/2021)
RR
Tennessee(7/2/2018)
IAR
Tennessee(7/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Clarksville, TN 37040TRUST BUT VERIFY
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