Jeffrey Wright, financial advisor Red Bank NJ

Jeffrey Wright

CRD Number: 2538701
Current Firm: Garden State Investment Advisory Services, LLC

Jeffrey Wright (CRD# 2538701) is an Investment Advisor Representative working at Garden State Investment Advisory Services, LLC in Red Bank, NJ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Garden State Securities, Inc. Red Bank, NJ May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Jeffrey A. Wright
Phone Number: 732-280-6886
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    484
    MILLIONS
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $322,551
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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