Jocelyn Wright, financial advisor Oakland CA

Jocelyn Wright

CRD Number: 2485742
Current Firm: Pf Wealth Management Group, LLC

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.

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Professional Designations
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
Contact Info for Jocelyn D. Wright
Phone Number: 800-750-5764
Registered State(s):
  • CA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $274,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, PA, TX

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