Jennifer Anne Wright

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2003 → 08/2020
  Ameriprise Financial Services, Inc.
  Miami, FL
• 08/2020 → Present
  Lincoln Investment
  Fort Washington, PA
• 08/2020 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2009-04-02 → 2020-08-17
  Ameriprise Financial Services, Llc
  Miami, FL
  Miami, FL
  Miami, FL

Other Businesses

INSURANCE SALES POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2023 ADDRESS: 1805 James L Redman Parkway, Suite 201, Plant City FL 33563, United States DESCRIPTION: Life and disability income insurance policy sales. Big Sexy Consulting, LLC Position: manager Nature: marketing consulting & tax & accounting purposes Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 7/19/2023 Address: 2207 Via Napoli Street Plant City, FL 33566 Description: Consulting for marketing purposes and flow through corp for tax purposes. Plant City Lions Club Position: Assistant Secretary Nature: volunteer work in the community Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 10/7/2025 Address: 3005 Thonotosassa Road Plant City, FL 33565 Description: Take notes at board meetings and type them up - if the secretary is absent

Exams

• S66 Uniform Combined State Law Examination
  2008-07-03

Designations

• Certified Financial Planner

Other Names

• Jennifer Anne Girling
• Jennifer Anne Girling
• Jennifer Anne Fauver
• Jennifer Anne Fauver