Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wright is a financial professional with over 7 years of experience in the securities industry. He currently works as a registered representative for Exchangeright Securities, LLC. Jonathan has a strong background in direct participation programs and general securities. He holds a Series 7, Series 22, Series 63, and Series 65 licenses. Jonathan is registered to conduct business in California and Nevada.
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.
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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2
CA
04/06/2023 - Present
Exchangeright Securities, LLC (Pasadena CA)
CA
01/05/2017 - 06/24/2019
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
10/30/2015 - 12/26/2016
SHOPOFF SECURITIES, INC. (IRVINE CA)
BC
Issued 04/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2015
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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