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Jeffrey Howard Wright

Fish Creek Value Management, LLC

Leeds, AL

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Current Employers
Fish Creek Value Management, Llc

Leeds, AL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-20
AL RA APPROVED 2018-07-20
  • TX RA
    APPROVED_RES
    Since 2022-04-20
  • AL RA
    APPROVED
    Since 2018-07-20

Branch Locations

Leeds, AL • 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
Regions Financial Corporation Birmingham AL 01/2009 01/2022
Fish Creek Value Management Birmingham AL 06/2017 Present
  • 01/2009 → 01/2022
    Regions Financial Corporation
    Birmingham, AL
  • 06/2017 → Present
    Fish Creek Value Management
    Birmingham, AL
Other Businesses

Summit Side Properties, LLC is a family-owned small business that buys and sells raw land. It is located at 315 Forest Lane Leeds, AL 35094. My duties include reviewing land to be purchased and approving pricing for land that is for sale. This work is done before and/or after securities trading hours. It involves approximately 10 hours a week. My involvement does not create a material conflict of interest with clients of Fish Creek Capital and Summit Side Properties, LLC is not a registered real estate broker or dealer. I am also a licensed insurance producer/agent in the State of Alabama (License No. 3004201547). In this capacity, I can offer and sell life insurance products to clients and prospective clients. This activity is not investment-related. This activity creates a potential conflict of interest because I may receive commissions for insurance product sales. This conflict is mitigated by virtue of my application of the fiduciary duty to all clients, where I put their best interest ahead of mine and my firm. It is also disclosed on my firm's ADV Part 2A. This activity takes place under Fish Creek Value Management, LLC located at 327 Forest Lane, Leeds, AL 35094. I was approved to sell insurance products on April 29, 2026. This work is conducted before and/or after securities trading hours and involves approximately 5 hours per month. As described, I expect to spend limited time on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-23
  • S65 Uniform Investment Adviser Law Examination
    2018-02-23

View on SEC IAPD

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