James Gregory Wright

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2012 → 09/2024
  Wells Fargo Clearing Services, Llc
  Tifton, GA
• 09/2024 → Present
  Raymond James Financial Services, Inc.
  Leesburg, GA
• 09/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Leesburg, GA
• 10/2024 → Present
  Wright Wealth Management, Llc
  Leesburg, GA

Previous Registrations

• 2012-08-14 → 2024-09-27
  Wells Fargo Clearing Services, Llc
  Albany, GA
  Tifton, GA

Other Businesses

(1) Name of Business: Wright Wealth Management, LLC Address: 192 Oakland Pkwy Ste B, Leesburg, GA, 31763, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/09/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: created LLC for my investment business practice with RJFS. I am the only person associated with ownership or otherwise for Wright Wealth Management, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-11

Other Names

• Greg Wright