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 professional 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.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jack D Wright's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2026 - Present
SAVVY WEALTH MANAGEMENT LLC
Office #1: 111 West 33rd Street Unit 1410, New York, NY 10001August 6, 2020 - December 15, 2023
ALTRUIST FINANCIAL LLC
October 18, 2019 - August 4, 2020
FORESIDE FUND SERVICES, LLC
November 15, 2018 - August 13, 2019
ASPIRATION FINANCIAL LLC
May 5, 2017 - March 23, 2018
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 99TO
Passed: 9/10/2026
Operations Professional ExaminationSeries 6
Passed: 5/5/2017
FINRA
Current Firm
SAVVY WEALTH MANAGEMENT LLC
CRD#: 338136 / SEC#: , 8-71422
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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