John Wright
John Wright is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Abilene, TX, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
500 Chestnut Street, Suite 1300, Abilene, TX, 79602
Get directionsHistory
Regulatory History (3)
Criminal
April 1992Criminal
July 1989Criminal
February 1986Other Business Activities
John co-owns 629 Productions, LLC with his wife to support their daughter's entertainment career, dedicating minimal time. He also co-owns The Six29 Collection, LLC with his wife, a short-term rental property, spending minimal time on it.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Nationwide Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations4 states
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.