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Stephen John Wright

J.w. Cole Financial, Inc.

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About Stephen John Wright

Stephen John Wright is a financial advisor with over 20 years of experience. Stephen currently works at J.w. Cole Financial, Inc. Stephen has a Series 7, Series 63 and Series 65 license. Stephen is registered in 20 states including Alaska, California, Colorado, Delaware, Florida, Georgia, Illinois, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Utah, Virginia, West Virginia and Wisconsin. Previously, Stephen worked at HORNOR, TOWNSEND & KENT, INC.

Firm Information

Stephen Wright is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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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Stephen Wright’s Registration & Firm History

PA

01/03/2007 - Present

J.w. Cole Financial, Inc. (STATE COLLEGE PA)

PA

08/19/1999 - 01/09/2007

HORNOR, TOWNSEND & KENT, INC. (STATE COLLEGE PA)

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Licenses & Designations

IA

Issued 08/11/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen John Wright.
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