Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Andrew Wright is a financial advisor with Raymond James Financial Services Advisors, Inc., specializing in providing financial advice to individuals, families, and businesses. Jacob has been in the financial industry since 2013 and is registered to provide investment advice in a number of states, including South Carolina and Texas. Jacob has a strong background in financial planning, portfolio management, and retirement planning. Prior to joining Raymond James Financial Services Advisors, Inc., Jacob worked for Truist Investment Services, Inc., BB&T Securities, LLC and BB&T Investment Services, Inc. Jacob holds a variety of professional licenses and designations, including the Series 7, Series 24, and Series 66 securities licenses. Jacob is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SC
07/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (Mount Pleasant SC)
SC
12/10/2019 - 07/12/2023
TRUIST INVESTMENT SERVICES, INC. (MOUNT PLEASANT SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
07/18/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DALLAS TX)
MO
08/26/2009 - 09/22/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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