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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wright is an investment advisor representative, registered in 24 states and the District of Columbia. Jason is also a registered investment advisor. He joined Osaic Wealth, Inc. in January 2024. Before joining Osaic Wealth, Inc., Jason was with Woodbury Financial Services, Inc. for six years. Jason's career in the financial services industry spans over 15 years. Jason holds Series 66, Series 7, and SIE licenses. Jason's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
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2
MD
01/19/2024 - Present
Osaic Wealth, Inc. (Bethesda MD)
MD
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Bethesda MD)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
04/27/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
02/27/2009 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
MD
12/03/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
BOTH
Issued 01/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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