Jocelyn Wright (CRD# 2485742) is an Investment Advisor Representative working at Pf Wealth Management Group, LLC in Oakland, CA and has over 21 years of experience in the finance industry. Jocelyn 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Pf Wealth Management, LLC | Oakland, CA | Feb 2021 - Current | 3 |
Insurance Sales | Jenkintown, PA | May 2002 - Current | 21 |
Delaware State University | Dover, DE | Jan 2022 - Jul 2022 | < 1 |
Ascension Investment Advisors, Inc. | Jenkintown, PA | Jul 2009 - Dec 2021 | 12 |
Cfp Board Center For Financial Planning | Washington, DC | Mar 2019 - Jul 2021 | 2 |
The American College | Bryn Mawr, PA | Jul 2014 - Jun 2018 | 3 |
Ascension Wealth Management Llc Dba The Ascension Group | Jenkintown, PA | Jul 2013 - Dec 2017 | 4 |
H.beck Inc. | Rockville, MD | Sep 2009 - Dec 2017 | 8 |
Instructor | Jenkintown, PA | May 2002 - Dec 2017 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2002 |
S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
- CA
- PA
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$274,714
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.