Jeffrey Allen Wright

Employer firm

Teamwork Financial Advisors, LLC CRD 165237

$1.01B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2012 → 03/2021
  Symetra
  Bellevue, WA
• 11/2012 → 03/2021
  Symetra Investment Services, Inc.
  Bellevue, WA
• 09/2013 → 03/2021
  Symetra Securities, Inc.
  Bellevue, WA
• 03/2021 → 05/2023
  Mass Mutual
  Springfield, MA
• 05/2021 → Present
  Mml Strategic Distributors, Llc
  Houston, TX
• 08/2023 → Present
  Teamwork Financial Advisors
  Houston, TX

Previous Registrations

• 2012-11-19 → 2013-10-02
  Signator Financial Services, Inc.
  Bellevue, WA
• 2008-06-10 → 2011-03-17
  Equity Services, Inc.
  Glastonbury, CT
  Newington, CT
• 2005-09-07 → 2008-06-04
  Commonwealth Financial Network
  Groton, CT
  Waltham, MA
  Glastonbury, CT
  Glastonbury, CT

Other Businesses

- My wife and I own two vacation rentals - My wife and I own minority interest in 3 oil well investments, all of which are private investments - I own 1.6% of an internet marketing firm named Fuzati 1) NAME: Livin the Dream Galveston INV REL: Y ADD: 16556 Pompano way, Jamaica Beach TX 77554 NATURE: it's a vacation home we own and do short-term rentals POSITION: co-owner with my wife of the home â?" Marina Wright START DATE: Sept 2016, purchased home Dec. 2015 NO. HR/MO: < 1 per month NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: co-owner and hire a rental agency to market and manage 2) NAME: LTD Maui, LLC (livin the Dream Maui) INV REL: Y ADD: 2960 S Kihei Rd, #514, Kihei HI 96753 NATURE: Vacation condo, which we rent for short â?" term rentals POSITION: co-owner with my wife, Marina Wright of the condo START DATE: 02/2020 NO. HR/MO: < 1 hour per month NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: co-owner and we hired a rental agency to market and manage 3) NAME: Tahoe â?" SSV I, LLC INV REL: N ADD: 1600 Highway 6, Ste. 400, Sugar Land TX 77478 NATURE: Oil Well POSITION: minority investor START DATE: 2014 NO. HR/MO: < 1 hour per year NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I am an investor, without any duties, responsibility or control 4) NAME: Tahoe Cottonwood Unified, LLC INV REL: N ADD: 16 Highway 6, Ste. 400, Sugar Land, TX 77478 NATURE: Oil Well POSITION: Minority investor, without any duties, responsibilities or control START DATE: 2015 NO. HR/MO: < 1 Hour per Year NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Minority investor, without any duties, responsibilities or control

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeffrey A Wright