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Jeffrey David Wright

Mutual Advisors, LLC

Camarillo, CA

Carpinteria, CA

Omaha, NE

CRD 4348439

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Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • HOURLY CONSULTING

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

Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-06-04
  • CA RA
    APPROVED
    Since 2018-06-04

Branch Locations

1297 Flynn Road Suite 280, Camarillo, CA 93012 • United States

Carpinteria, CA • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Oxnard CA 06/2006 06/2018
Mutual Securities, Inc. Camarillo CA 06/2018 Present
Mutual Advisors, Llc. Omaha NE 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-05
S63 Uniform Securities Agent State Law Examination 2003-01-24
  • S66 Uniform Combined State Law Examination
    2007-12-05
  • S63 Uniform Securities Agent State Law Examination
    2003-01-24

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
SUMMIT WEALTH MANAGEMENT GROUP, INC.

Nearby Investors

BRENT DAVID JOHNSON
DAVID BRADLEY HOOKS
JOHN THOMAS BOWERS

Nearby Offices

LPL FINANCIAL LLC · CAMARILLO, CA
LPL FINANCIAL LLC · CAMARILLO, CA
EDWARD JONES · CAMARILLO, CA

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