Douglas Leonard Wright

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → Present
  Wright Choice Financial Group, Llc
  Bedford, NH
• 03/2015 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2015-03-09 → 2019-04-23
  Global Financial Private Capital, Inc.
  Bedford, NH
  Bedford, NH
  Sarasota, FL
• 2015-02-19 → 2015-03-04
  Gradient Advisors, Llc
  Bedford, NH
  Arden Hills, MN

Other Businesses

1) DBA WRIGHT CHOICE FINANCIAL GROUP, LLC; BEDFORD, NH; INV-RELATED; INSURANCE AND ADVISORY SALES; PRESIDENT; START 08/2003; 160 HRS/MO; 160 HRS/MO DURING TRADING 2) WRIGHT CHOICE INSURANCE - INVESTMENT RELATED PRESIDENT INSURANCE SALES/ 15 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-16