Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Wright is a financial advisor with Summit Global Investments, LLC. She is a Registered Investment Advisor and specializes in providing investment advice to clients. Jessica has been in the financial industry since 2017, and she holds a Series 6, Series 63 and Series 65 license. Jessica is dedicated to helping clients reach their financial goals. She works with a variety of clients, including individuals, families, businesses, and retirement plans. Jessica offers a variety of financial services, including investment management, financial planning, and retirement planning. She is committed to providing her clients with personalized service and tailored financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
02/13/2025 - Present
Summit Global Investments, LLC (Mesa AZ)
AZ
10/01/2023 - 11/17/2023
VERITY INVESTMENTS, INC. (MESA AZ)
AZ
03/27/2018 - 07/28/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Mesa AZ)
BC
Issued 03/28/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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