John Bernard Wright

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2009 → 04/2020
  Morgan Stanley Smith Barney
  Abilene, TX
• 01/2015 → 04/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2020 → 09/2024
  Wells Fargo Clearing Services, Llc
  Abilene, TX
• 09/2024 → Present
  Stifel, Nicolaus & Company, Incorporated
  Abilene, TX

Previous Registrations

• 2020-04-30 → 2024-09-30
  Wells Fargo Clearing Services, Llc
  Abilene, TX
• 2009-06-01 → 2020-05-01
  Morgan Stanley
  Abilene, TX
• 2007-11-20 → 2009-06-01
  Morgan Stanley & Co. Llc
  Abilene, TX

Other Businesses

1. 629 Productions, LLC; 1002 Elmwood Drive Abilene TX 79605; A production company we started for our daughter's modeling, acting, singing, dancing & makeup/hair career; Co-owner with my wife, Rhonda; We are financially supporting our daughter's career; 09/01/2023; 10 hrs/year; Not during securities trading hours; Not Investment-Related 2. The Six29 Collection, LLC; 1002 Elmwood Drive Abilene TX 79605; ST Rental property, 1025 Washington Blvd, Abilene TX 79602; Own the property with my wife Rhonda; None; 09/23/2023; 2 hrs/month; Not during securities trading hours; Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-19
• S63 Uniform Securities Agent State Law Examination
  2002-01-23