Jason Wright

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 09/2025
  Edward Jones
  St Louis, MO
• 02/2006 → 10/2016
  Olympic Cascade Services Inc
  Bremerton, WA
• 09/2025 → Present
  Lpl Financial Llc
  Poulsbo, WA

Previous Registrations

• 2017-02-17 → 2025-09-23
  Edward Jones
  Silverdale, WA
  St Louis, MO
  Silverdale, WA
  Silverdale, WA
  Silverdale, WA
  Silverdale, WA
  Port Ludlow, WA

Other Businesses

1) 09/2025 - Wright Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Total Hours per month - 160 Total Hours per month during trading 2) 06/10/2026 - Wright Enterprises - Author - Not Investment Related - Port Ludlow, WA - Start Date 07/01/2026 - 10 hours per month/ 0 hours during trading 3) 06/25/2026 - Wright Enterprises - Business Owner - Not Investment Related - Port Ludlow, WA - Start Date 07/01/2026 - 10 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-12-17

Designations

• Certified Financial Planner

Other Names

• Jason Allen Wright