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JW
CFP · ChFC
JW
CFP · ChFC

Jeffrey Allen Wright

Teamwork Financial Advisors, LLC
29 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Teamwork Financial Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,328 clients
Average Client Portfolio
$344K average
Assets Under Management
$800.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey co-owns two vacation rental properties and holds minority interests in three oil well investments. He also owns a small percentage of an internet marketing firm.

Employment History
Current Registrations
Teamwork Financial Advisors, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
MML Strategic Distributors, LLCBroker
May 2021 - May 2023 · 2 yrs
Symetra Securities, INC.Broker
September 2013 - March 2021 · 7 yrs 6 mos
Symetra Investment Services, INC.
November 2012 - October 2013 · 11 mos
Symetra Investment Services, INC.Broker
November 2012 - September 2013 · 10 mos
Sun Life Financial Distributors, INC.Broker
March 2011 - December 2011 · 9 mos
Esi Financial Advisors
June 2008 - March 2011 · 2 yrs 9 mos
Equity Services, INC.Broker
June 2008 - March 2011 · 2 yrs 9 mos
Commonwealth Financial NetworkBroker
September 2005 - June 2008 · 2 yrs 9 mos
Commonwealth Financial Network
September 2005 - June 2008 · 2 yrs 9 mos
Pacific Select Distributors, INC.Broker
January 2005 - September 2005 · 8 mos
Mutual Service CorporationBroker
April 2002 - December 2004 · 2 yrs 8 mos
Pacific Select Distributors, INC.Broker
July 1999 - March 2002 · 2 yrs 8 mos
Hartford Equity Sales Company INC.Broker
August 1997 - August 1999 · 2 yrs
Royal Alliance Associates, INC.Broker
January 1997 - August 1997 · 7 mos
Keogler, Morgan & Company, INC.Broker
April 1996 - January 1997 · 9 mos
MML Investors Services, INC.Broker
November 1995 - August 1997 · 1 yr 9 mos
Washington Square Securities, INC.Broker
April 1995 - October 1995 · 6 mos
MML Investors Services, INC.Broker
July 1994 - April 1995 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Jeffrey Allen Wright - Financial Advisor | TrueAdvisor