Jeffery Wright has been Partner and CEO of Wright Wealth since June 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Wright Wealth LLC is an Atlanta, GA firm with $188M under management, 242 clients and 7 advisers across 8 offices, as of its September 2026 filing.
Jeffery Wright’s longest registration was 5 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2012–2018). Before joining Wright Wealth in 2024, Jeffery Wright was registered through Novapoint Capital LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Novapoint Capital LLC– · 3 yearsAtlanta, GA · Adviser representative · Firm CRD 173663
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jeffery Wright is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from January 2024; the most recent is Tennessee, in July 2024.
- FloridaSince 19 February 2024
- GeorgiaSince 11 January 2024
- North CarolinaSince 18 January 2024
- TennesseeSince 8 July 2024
- TexasResidentSince 22 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 December 2012 |
| Series 7 | General Securities Representative Examination | 11 October 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffery Vernon Wright
- CRD
- 6086214
- Firm
- Wright Wealth · CRD 321215
- Role
- Partner and CEO
- Office
- TWO BALLPARK CENTER, 800 BATTERY AVENUE SE, SUITE 300, Atlanta, GA 30339
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffery Wright work?
Jeffery Wright has been Partner and CEO of Wright Wealth LLC since June 2025, and is a control person of the firm.
Is Jeffery Wright a financial advisor?
Yes. Jeffery Wright has a current investment-adviser registration in Florida, Georgia, North Carolina, Tennessee and Texas, through Wright Wealth since January 2024.
How many years of experience does Jeffery Wright have?
Jeffery Wright has 13 years in the financial industry, since December 2012, across 3 adviser firms.
What exams has Jeffery Wright passed?
Jeffery Wright has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2012. FINRA credited Jeffery Wright with the SIE, which began in October 2018.
Where did Jeffery Wright work before Wright Wealth?
Before Wright Wealth, Jeffery Wright was registered through Novapoint Capital LLC, June 2018 to May 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2012 to April 2018.
Where is Jeffery Wright based?
Jeffery Wright’s registered office is in Atlanta, GA.
Is Jeffery Wright registered with FINRA?
No. Jeffery Wright has no current broker registration.
How can I verify Jeffery Wright’s record?
Search CRD 6086214 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffery Wright’s full registration record.