Jay Wright, financial advisor Eagan MN
96 score

Jay Wright

CRD Number: 1128054
Current Firm: Sii Investments, Inc.

Jay Wright (CRD# 1128054) is an Investment Advisor Representative working at Sii Investments, Inc. in Eagan, MN and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sii Investments Eagan, MN May 2012 - Current 4
Metlife Securities Inc. Minnetonka, MN Apr 2003 - Current 13
Metropolitan Life Insurance Co Minnetonka, MN Apr 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
Contact Info for Jay A. Wright
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • AZ
  • MN
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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