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Jeffrey Wright

Garden State Investment Advisory Services, LLC
30 Years of Experience
Red Bank, NJ
1 DisclosureBroker
View SEC Summary
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Jeffrey Wright is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 30 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,531 clients with $670M in assets under management.

Garden State Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,531 clients
Average Client Portfolio
$266K average
Assets Under Management
$673.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

328 Newman Springs Road, Red Bank, NJ, 07701

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History

Regulatory History (1)
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Customer Dispute
September 2024
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
August 2012 - Present · 14 yrs 2 mos
Garden State Securities, INC.Broker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2002 - May 2010 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - May 2010 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - July 2001 · 3 yrs 2 mos
R.D. White & CO., INC.Broker
February 1997 - March 1998 · 1 yr 1 mo
Jw Charles Securities,inc.Broker
September 1995 - April 1996 · 7 mos
Gruntal & CO. IncorporatedBroker
January 1995 - September 1995 · 8 mos
State Registrations13 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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