William Steve 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

• 09/2004 → 11/2024
  The Wright Legacy Group, Llc
  Elizabethtown, KY
• 11/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-05-20 → 2024-11-14
  The Wright Legacy Group, Llc
  Elizabethtown, KY

Other Businesses

(1) Wright Farm; Cow/Cattle/Hay; Not investment related; 239 Jewell Lane, Magnolia, KY 42757; Owner; Started 1986; 30 hours/month, 0 during trading. (1) The Wright Legacy Group, LLC; Insurance Services; Not investment related; 1104 Julianna Court, Elizabethtown, KY 42701; Managing Member; Start 9/21/04; 10 hours/month, 5 hours/month during trading. (3) Campgellsville University; Board of Trustee; Not investment related; 1 University Drive, Campbellsville, KY 42718; Tristee; Strategic Planning, Annual Budget, Hire/Fire University President; Start in 2012; 10 hours/month, 10 hours/month during trading. (4) JWC Wealth Management; DBA; Investment Related; 1104 Julianna Court, Elizabethtown, KY 42701; Advisor; Financial Services; Start 1/1/25; 20 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-27

Other Names

• Wm. Steve Wright