Jason R Wright

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2019-04-25

UT RA
APPROVED

Since 2019-04-25

Branch Locations

375 E Riverside Dr. Ste# 100, St. George, UT 84790 • 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

Organization	City	State	From	To
Wyson Financial	St George	UT	02/2013	10/2019
Wyson Financial	St. George	UT	10/2019	Present
Commonwealth Financial Network	Waltham	MA	10/2019	Present

02/2013 → 10/2019

Wyson Financial

St George, UT
10/2019 → Present

Wyson Financial

St. George, UT
10/2019 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

OWNER AND OPERATOR OF WRIGHT FINANCIAL GROUP, LLC, ENTITY CREATED TO PROVIDE LOCAL BUSINESSES WITH MARKETING CONSULTING SERVICES, RECEIVE PAYMENTS FROM WIFE'S ETSY ACCOUNT. NOT INVESTMENT RELATED AND NOT CONDUCTED FROM BRANCH LOCATION.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-19
S63	Uniform Securities Agent State Law Examination	2018-09-22

S65 Uniform Investment Adviser Law Examination

2019-04-19
S63 Uniform Securities Agent State Law Examination

2018-09-22

View on SEC IAPD