JW
CFP
JW
CFP

Jesse Wright

43 Years of Experience
Clemson, SC
1 DisclosureBroker

Jesse Wright is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Clemson, SC, with 43 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 College Avenue, Clemson, SC, 29631

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2001
Settled
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
June 2014 - Present · 12 yrs 4 mos
Benjamin F. Edwards & Company, INC.Broker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - June 2014 · 6 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - June 2014 · 6 yrs 5 mos
A. G. Edwards & Sons, INC.
October 1999 - January 2008 · 8 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
January 1983 - January 2008 · 25 yrs
State Registrations19 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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