Jessica Wright
Jessica Wright is a registered investment advisor at Summit Global Investments, LLC, based in Mesa, AZ, with 8 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Location
1910 South Stapley Road Suite 221, Mesa, AZ, 85204
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Jessica is an Investment Advisor Representative at Summit Global Investments, dedicating nearly full-time hours to investment advice. She also works as an insurance agent for ASH Brokerage, selling life insurance and fixed products for about 10-20% of her time, and refers clients for health insurance through Disrupt Health Insurance, LLC.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Verity Investments, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
State Registrations2 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.