Jack D Wright
Professional Summary
Jack D Wright, who also goes by Jack D Wright, Jack Dalton Theophilus Wright, Jack Wright, is a registered financial advisor currently at SAVVY WEALTH MANAGEMENT LLC located in New York, New York. Jack is registered as a RR (Registered Representative) and started their career in finance in 2017. Jack has worked at 5 firms and has passed the Series 63, Series 99TO, Series 7, SIE, Series 6, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jack D Wright, Jack Dalton Theophilus Wright, Jack Wright
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
SAVVY WEALTH MANAGEMENT LLC
Contact Information
Main Address
41 East 11th St Floor 2, New York, NY 10003Mailing Address
41 East 11th St Floor 2, New York, NY 10003Phone Number
(833) 745-6789Established
Delaware since 07/24/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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 May 2017About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jack D Wright's CRS (Customer Relationship Summary).
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