Jeffrey Wright

Current Employers

Employment History

• 09/2013 → 03/2017
  Berthel Fisher & Company Financial Services, Inc.
  Montgomery, AL
• 03/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-09-03 → 2017-03-20
  Berthel, Fisher & Company Financial Services, Inc.
  Montgomery, AL
  Montgomery, AL
  Cedar Rapids, IA
• 2012-04-24 → 2013-08-26
  Equity Services, Inc.
  Sandy Springs, GA
  Montgomery, AL
• 2011-01-03 → 2011-12-16
  Voya Financial Advisors, Inc.
  Raleigh, NC
  Montgomery, AL
• 2009-12-22 → 2011-01-03
  Voya Financial Partners, Llc
  Raleigh, NC
• 2009-05-14 → 2009-12-07
  Equity Services, Inc.
  Sandy Springs, GA
  Montgomery, AL
• 2007-11-28 → 2009-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, GA

Other Businesses

1) ROFESSIONAL DEVELOPMENT SERVICES, 4137 CARMICHAEL RD STE 3 MONTGOMERY AL, 3/2017, ANALYST, EDUCATIONAL CONSULTING, NIR, 8/MO 0/TRADING 2) INDEPENDENT INSURANCE AGENT, 4137 CARMICHAEL RD STE 3 MONTGOMERY AL, 3/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 5/WK 1/TRADING. 3) GREENWOOD WEALTH MANAGEMENT, 4137 CARMICHAEL RD STE 300 MONTGOMERY AL, 3/2017, OWNER, ADV REP OF A REGISTERED INV ADV, RIA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 20/WK 20/TRADING, 03/2017 5) THE CHILDREN'S CENTER OF MONTGOMERY, 310 N MADISON TERRACE MONTGOMERY AL, 11/2011, PRESIDENT, BOARD MEMBEM, NIR, 3/MO 0/TRADING 6) BAPTIST HEALTH SYSTEM, 2105 E SOUTH BLVD MONTGOMERY AL, 05/2018, BOARD MEMBER, NIR, 1/MO 0/TRADING 7) FAMILY GUIDANCE CENTER, 2358 FAIRLANE DR MONTGOMERY AL, 10/2018, BOARD MEMBER, NIR, 1/MO 0/TRADING 8) JEFF KNOWS MONEY, 4137 CARMICHAEL RD STE 3 MONTGOMERY AL, 05/2019. PRESIDENT, PODCAST CO-HOST, NIR, 8/MO 0/TRADING 9) GREENWOOD FINANCIAL NETWORK, 1100 PEACHTREE ST NE STE 250 ATLANTA GA, STREAMING TELEVISION NETWORK, OWNER, 09/2020, NIR, 0/MO 0/TRADING 10) BRIDGING FINANCIAL GAPS, 1765 LOCH LOMAND TRL SW SOUTH FULTON GA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 10/2020, NIR, 4/MO 0/TRADING 11) SOLE FOR A SOLE, 1235 Primrose Ln, Montgomery AL 36111, United States, 12/01/2023, Owner, Retail Sales/Distribution, NIR, 5 HR/MO 0 HR/MO TRADING 12) GREENWOOD WEALTH MANAGEMENT, 4137 Carmichael Rd. Suite #300, Montgomery, AL 36106, 03/27/2017, Owner, Networking, IR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-11-14

Other Names

• Jeffrey D. Wright
• Jeffrey Darnell Wright