IW
Isaac M. Wright
J. W. COLE ADVISORS
Lexington, KY 40513
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CRD#: 7508479
IW
Professional summary
Isaac M Wright is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Lexington, Kentucky.
Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Isaac has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) The Wright Legacy Group, LLC; DBA; Investment Related; 1050 Monarch St, Ste 301, Lexington, KY 40513; Investment Advisor Rep; Client communication, Account Opening, Allocation, Annuity Applications, Life Insurance, Advising Clients; Start 12/2021; 80 hours/month, 80 hours/month during trading. (2) Wright Wraps; Vehicle Graphic Installation; Not investment related; 4065 Foxe Basin Rd, Lexington, KY 40515; Owner; Scheduling and completion of vehicle graphics (wraps); Start 6/2018; 80 hours/month, 70 hours/month during trading. (3) JWC Wealth Management; Investment related; 1050 Monarch St, Ste 301A, Lexington, KY 40513; Investment Advisor; Manage client accounts, open client accounts, recommend investments; Start 12/1/2024; 100 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Isaac M 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 16, 2024 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1050 Monarch Street Suite 301, Lexington, KY 40513RIA
CRD#: 112294
Lexington, KY
Past
February 18, 2022 - July 16, 2024
THE WRIGHT LEGACY GROUP, LLC
RIA
CRD#: 146934
Lexington, KY
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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
Kentucky(7/16/2024)
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Lexington, KY 40513TRUST BUT VERIFY
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