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Jonathan Edmund Wright

Concourse Financial Group Securities, Inc.

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About Jonathan Edmund Wright

Jonathan Wright is a financial advisor who has been working in the industry since 1994. Jonathan holds Series 6, 6TO, and SIE licenses. Jonathan currently works for Concourse Financial Group Securities, Inc. based in Birmingham, AL, and is registered in 37 states.

Firm Information

Jonathan Wright is currently registered with Concourse Financial Group Securities, Inc.. Concourse Financial Group Securities, Inc. is a corporation formed in July 1984 and headquartered in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and wrap fee programs. It manages approximately $4.37 billion in assets for a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Concourse Financial Group Securities, Inc. is registered with the SEC and in all 50 states and the District of Columbia.
Concourse Financial Group Securities, Inc.

2801 HIGHWAY 280 SOUTH

BIRMINGHAM, AL 35223

$4.37B

Assets Under Management

109

Total Clients

429

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Wright’s Registration & Firm History

OH

05/02/2023 - Present

Concourse Financial Group Securities, Inc. (Akron OH)

FL

07/14/1994 - 10/31/1995

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 07/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/30/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Edmund Wright.
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