Jocelyn Wright
Jocelyn Wright is a CFP-designated registered investment advisor at Ascension Legacy Partners, INC., based in Philadelphia, PA, with 24 years of industry experience. Jocelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.63% |
| $20M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
Philadelphia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jocelyn is an adjunct professor and Interim Co-Director of the Financial Literacy Institute at Delaware State University, dedicating about a quarter of her time to this role. Jocelyn also maintains an active insurance license.
Employment History
Current Registrations
Ascension Legacy Partners, INC.
Previous Registrations
Pf Wealth Management Group, LLC
Ascension Investment Advisors
H. Beck, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Wealth Development Strategies Investment Advisory, INC.
1717 Capital Management Company
Wealth Development Strategies Investment Advisory, INC.
1717 Capital Management CompanyBroker
Nomura Securities International, INC.Broker
State Registrations1 state
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.