JW
John C. Wright
BROOKWOOD INVESTMENT GROUP
AUSTIN, TX
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CRD#: 7223045
JW
Professional summary
John Charles Wright, who also goes by John Wright, is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Austin, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John 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. JOHN WRIGHT; INVESTMENT RELATED; 801 N BLUFF DRIVE, UNIT 17, AUSTIN TEXAS 78745; LIFE, HEALTH AND DISABILITY INSURANCE SALESL; LICENSED INSURANCE PRODUCER SINCE 10/2020; HOURS PER MONTH: 10 HOURS DURING TRADING: 0 2. MARTIN SHAPIRO FINANCIAL SERVICES; INVESTMENT RELATED; 500 N. STATE COLLEGE BLVD, SUITE 1100, ORANGE CA 92868; D/B/A FOR MARKETING OF ADVISORY SERVICES; HOURS PER MONTH: 160; HOURS DURING TRADING: 120
CRS (Client Relationship Summary) - RIA
Click below to view John Charles 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
April 7, 2025 - Present
BROOKWOOD INVESTMENT GROUP
RIA
CRD#: 316544
AUSTIN, TX
Past
August 24, 2022 - March 31, 2025
REDWOOD PRIVATE WEALTH
RIA
CRD#: 312942
AUSTIN, TX
Past
October 20, 2020 - March 2, 2022
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
AUSTIN, TX
Past
July 13, 2020 - March 2, 2022
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
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".
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP
CRD#: 316544 / SEC#: 801-122508
RIA
Registered Investment Advisory firm - (10/18/2021 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.Highlighted states indicate IAR registrations
IAR
Texas(4/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP
CRD#: 316544 / SEC#: 801-122508
RIA
Registered Investment Advisory firm - (10/18/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3930 E. Ray Road Suite 155, Phoenix, AZ 85044
Mailing Address
Phone number
(480) 646-3504
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,200 |
| AUM (Assets Under Management) | $ 1,064,198,265 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
