Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Dean Wright is a financial advisor with Edward Jones. Jackie has been in the industry since 1987 and has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Jackie is dedicated to helping clients reach their financial goals and has a deep understanding of the markets and investment strategies. Jackie is registered to offer securities and investment advisory services in several states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IA
01/02/2008 - Present
Edward Jones (RED OAK IA)
NE
03/27/1996 - 12/15/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
02/17/1990 - 03/25/1996
PERELMAN-CARLEY & ASSOCIATES INC. (OMAHA NE)
NE
08/20/1987 - 01/31/1990
FIRST NATIONAL BROKERAGE SERVICES, INC. (BELLEVUE NE)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1996
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 12/06/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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