Jeffrey Wright (CRD# 2515933) is an Investment Advisor Representative working at Teamwork Financial Advisors, LLC in Houston, TX and has over 29 years of experience in the finance industry. Jeffrey Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Teamwork Financial | San Antonio, TX | Aug 2023 - Current | < 1 |
| Teamwork Financial Advisors | Houston, TX | Aug 2023 - Current | < 1 |
| Mml Strategic Distributors, LLC | Houston, TX | May 2021 - Current | 3 |
| Mass Mutual | Springfield, MA | Mar 2021 - May 2023 | 2 |
| Symetra Securities, Inc. | Bellevue, WA | Sep 2013 - Mar 2021 | 7 |
| Symetra Investment Services, Inc. | Bellevue, WA | Nov 2012 - Mar 2021 | 8 |
| Symetra | Bellevue, WA | Mar 2012 - Mar 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
- TX
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Total Assets Under Management654MILLIONS
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Total Number of Accounts4,115ACCOUNTS
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Average Account Value$158,825
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