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John Leonard Wright

Marsjewett Financial Group

Bellevue, WA

CRD 7238917

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Employer firm

Marsjewett Financial Group CRD 297388

$901M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Marsjewett Financial Group

11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-12-01
  • WA RA
    APPROVED
    Since 2022-12-01

Branch Locations

11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • 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
Marsjewett Financial Group Bellevue WA 03/2020 03/2021
The Ymca Of Greater Seattle Sammamish WA 02/2016 03/2020
Marsjewett Financial Group Bellevue WA 03/2021 Present
Mount Si Highschool Snoqualmie Washington WA 09/2013 06/2017
Central Washington University Ellensberg WA 09/2017 06/2019
  • 03/2020 → 03/2021
    Bellevue, WA
  • 02/2016 → 03/2020
    The Ymca Of Greater Seattle
    Sammamish, WA
  • 03/2021 → Present
    Bellevue, WA
  • 09/2013 → 06/2017
    Mount Si Highschool
    Snoqualmie Washington, WA
  • 09/2017 → 06/2019
    Central Washington University
    Ellensberg, WA
Designations
  • Certified Financial Planner

View on SEC IAPD

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