Jeffrey Wright is a CFP-designated registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
7600 Broadway, Suite 100, San Antonio, TX, 78209
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Victory Capital Services, INC.Broker
March 2021 - March 2022 · 1 yr
Victory Capital Management INC.
March 2021 - March 2022 · 1 yr
Financial Engines Advisors L.L.C.
July 2019 - March 2021 · 1 yr 8 mos
Meeder Investment Management, INC.Broker
June 2018 - May 2019 · 11 mos
Frost Investment Advisors, LLC
September 2017 - May 2018 · 8 mos
Frost Brokerage Services, INC.Broker
October 2013 - September 2017 · 3 yrs 11 mos
Nylife Securities LLCBroker
April 2013 - September 2013 · 5 mos
Russell Investments
December 2008 - February 2012 · 3 yrs 2 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
December 2008 - February 2012 · 3 yrs 2 mos
Lord, Abbett & CO. LLC
September 2006 - November 2008 · 2 yrs 2 mos
Lord Abbett Distributor LLCBroker
August 2006 - November 2008 · 2 yrs 3 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAHIILINKSLAMDMIMNMSMTNCNHNJNMNVNYOHOKPAPRSCTNTXUTVAVirgin IslandsWAWY
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.