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Jeffrey Gordon Wrightson

LPl Financial LLC

Little Silver, NJ

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-10
  • NJ RA
    APPROVED
    Since 2025-07-10

Branch Locations

44 Church Street, Little Silver, NJ 07739 • 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
Wells Fargo Advisors Llc Wall Township NJ 05/2009 01/2018
Petersen Investments, Inc. Wall NJ 06/2013 02/2018
Royal Alliance Wall NJ 02/2018 05/2019
Cadaret, Grant & Co., Inc. Wall NJ 05/2019 07/2025
Lpl Financial Llc Little Silver NJ 07/2025 Present
  • 05/2009 → 01/2018
    Wells Fargo Advisors Llc
    Wall Township, NJ
  • 06/2013 → 02/2018
    Petersen Investments, Inc.
    Wall, NJ
  • 02/2018 → 05/2019
    Royal Alliance
    Wall, NJ
  • 05/2019 → 07/2025
    Cadaret, Grant & Co., Inc.
    Wall, NJ
  • 07/2025 → Present
    Little Silver, NJ
Previous Registrations
  • 2020-07-07 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Little Silver, NJ
    Syracuse, NY
  • 2008-02-01 → 2013-06-20
    Wall Township, NJ
  • 2007-04-16 → 2008-02-12
    Walnut Street Securities, Inc.
    Red Bank, NJ
  • 2003-10-14 → 2006-05-18
    A. G. Edwards & Sons, Inc.
    Wall Township, NJ
    Wall Township, NJ
Other Businesses

1. 07/10/2025- Petersen Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/07/2025- 150 Hours Per Month- 150 Hours During Trading 2. 07/10/2025- Jeff Wrightson rents- Real Estate Rental- INV Related- At Oceanport, NJ- Start date 05/03/2024- 2 Hours Per Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-02
S63 Uniform Securities Agent State Law Examination 1992-10-02
  • S65 Uniform Investment Adviser Law Examination
    2020-07-02
  • S63 Uniform Securities Agent State Law Examination
    1992-10-02
Other Names
  • Jeff Wrightson

View on SEC IAPD

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