Jerry Wright, financial advisor Clayton GA

Jerry Wright

CRD Number: 1826586
Current Firm: Lpl Financial LLC

Jerry Wright (CRD# 1826586) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, GA and has over 35 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Clayton, GA Nov 1994 - Current 29
Wright & Frank Atlanta, GA Jan 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Jerry A. Wright
Phone Number: 704-733-3300
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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