Jacob Andrew Wright

Current Employers

Employment History

• 10/2015 → 02/2021
  Bb&T Bank
  Gastonia, NC
• 07/2013 → 01/2018
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 12/2019 → 10/2020
  Suntrust Investment Services, Inc
  Atlanta, GA
• 12/2019 → 10/2020
  Suntrust Bank
  Mt. Pleasant, SC
• 11/2020 → 07/2023
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 12/2019 → 07/2023
  Truist Investment Services, Inc.
  Atlanta, GA
• 07/2023 → Present
  Raymond James Financial Services, Inc.
  Mount Pleasant, SC
• 07/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Mount Pleasant, SC
• 07/2023 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Mount Pleasant, SC

Previous Registrations

• 2020-11-18 → 2023-07-12
  Truist Advisory Services, Inc.
  Mt. Pleasant, SC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Dallas, TX
  Charlotte, NC
  Mt. Pleasant, SC
  Dallas, TX
  Mt. Pleasant, SC
  Richmond, VA
• 2013-09-18 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Durham, NC
  Gastonia, NC
  Dallas, TX
• 2009-09-08 → 2009-09-22
  Edward Jones
  St Louis, MO

Other Businesses

(1)Name of Business: City Life Church Address: 3003 Dunes West Blvd, Mount Pleasant, SC, 29466, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related:YesStart Date: 09/10/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on the finance committee and elder board. Reviewing income statements, expenses, and advising the church on how to best handle the income and expenses on a go-forward basis. (2)Name of Business: Crescent Palm Group Address: 534 Johnnie Dodds Blvd Ste 300, Mount Pleasant, SC, 29464-3029, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts. (3)Name of Business: Pinnacle Asset Management Address: 534 Johnnie Dodds Blvd Ste 300, Mount Pleasant, SC, 29464-3029, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts

Exams

• S66 Uniform Combined State Law Examination
  2013-09-17

Other Names

• Jacob Wright