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Jeffrey Douglas Wright

Morgan Stanley

San Antonio, TX

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-28
  • TX RA
    APPROVED
    Since 2022-04-28

Branch Locations

7600 Broadway Suite 100, San Antonio, TX 78209 • 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
OrganizationCityStateFromTo
Frost Brokrage Services Inc San Antonio TX 10/2013 09/2017
Frost Investment Advisors, Llc San Antonio TX 09/2017 05/2018
Adviser Dealer Services Dublin OH 05/2018 04/2019
Financial Engines Advisors L.L.C. Sunnyvale CA 07/2019 02/2021
Victory Capital Services, Inc. San Antonio TX 03/2021 03/2022
Victory Capital Management Inc. San Antonio TX 03/2021 03/2022
Morgan Stanley San Antonio TX 04/2022 Present
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 10/2013 → 09/2017
    Frost Brokrage Services Inc
    San Antonio, TX
  • 09/2017 → 05/2018
    Frost Investment Advisors, Llc
    San Antonio, TX
  • 05/2018 → 04/2019
    Adviser Dealer Services
    Dublin, OH
  • 07/2019 → 02/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 03/2021 → 03/2022
    Victory Capital Services, Inc.
    San Antonio, TX
  • 03/2021 → 03/2022
    Victory Capital Management Inc.
    San Antonio, TX
  • 04/2022 → Present
    Morgan Stanley
    San Antonio, TX
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-22
  • S66 Uniform Combined State Law Examination
    2006-09-22
Designations
Other Names
  • Jeffrey Wright
  • Jeff Wright

View on SEC IAPD

Other Firms

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ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
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KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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