Edgar Wright (CRD# 6020872) is an Investment Advisor Representative working at Stonex Advisors Inc. in Matteson, IL and has over 11 years of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Securities Inc. | Matteson, IL | Oct 2019 - Current | 4 |
| Stonex Advisors Inc. | Matteson, IL | Oct 2019 - Current | 4 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jun 2017 - Oct 2019 | 2 |
| Morgan Stanley | Orland Park, IL | May 2017 - Oct 2019 | 2 |
| Edward Jones | St. Louis, MO | Jan 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- IL
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Total Assets Under Management3,316MILLIONS
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Total Number of Accounts14,019ACCOUNTS
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Average Account Value$236,519
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
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, WY
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