Jacob Wright
Jacob Wright is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Pleasant, SC, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
534 Johnnie Dodds Blvd, Ste 300, Mount Pleasant, SC, 29464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob serves on the finance committee and elder board for City Life Church, dedicating minimal time. He also works as an associate/employee for Crescent Palm Group, Pinnacle Asset Management, and Pinnacle Financial Partners/Pinnacle Bank, spending about half his time or more at each.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations17 states
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