Jill Renee Wright

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 09/2013 → 07/2022
  Capital Group
  Carmel, IN
• 07/2022 → 08/2022
  Unemployed
  Indianapolis, IN
• 08/2022 → 01/2023
  Charles Schwab
  Indianapolis, IN
• 02/2023 → 08/2023
  Unemployed
  Indianapolis, IN
• 10/2023 → 04/2024
  Equitable Advisors, Llc
  New York, NY
• 05/2024 → 07/2024
  Unemployed
  Indianapolis, IN
• 07/2024 → 12/2025
  Capital Group
  Carmel, IN
• 01/2026 → 03/2026
  Unemployed
  Indianapolis, IN
• 04/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Independent Agent Outside Fixed Insurance Appointment

Exams

• S66 Uniform Combined State Law Examination
  2026-04-02

Other Names

• Jill Renee Greene
• Jill Renee Wright
• Jill Wright