Adam Wright, financial advisor Beaver Dam WI
89 score

Adam Wright

CRD Number: 6218119
Current Firm: Edward Jones

Adam Wright (CRD# 6218119) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2013 - Current 3
Osage City Chamber Of Commerce Osage City, KS Dec 2012 - Jun 2013 < 1
Allen County Community College Iola, KS Jun 2011 - Jun 2013 2
Emporia State University Emporia, KS Aug 2010 - May 2011 < 1
Emporia State Federal Credit Union Emporia, KS Aug 2008 - Aug 2010 2
Southwestern Company Denham Springs, LA May 2008 - Aug 2008 < 1
Emporia State University Emporia, KS Aug 2007 - May 2008 < 1
Scott Community High School Scott City, KS Jul 2003 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Adam Wright
Phone Number: 314-515-2000
Registered State(s):
  • AR
  • KS
  • WI
  • IL
  • IA
  • MS
  • NJ
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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