Jessica
Wright
Summit Global Investments, LLC
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About this Advisor
Jessica Wright is a financial advisor based in Mesa, Arizona, working with Summit Global Investments, LLC. Jessica has previously held positions at Twigs Bistro And Martini Bar, Transamerica Financial Advisors, Inc, World Financial Group Insurance Agency, LLC, Texas Roadhouse, Kendalls Brasserie - Patina Restaurant Group, Fogo De Chao, Lucky Strike Lanes, Fleming Prime Steakhouse And Wine Bar, Square One Concepts-Cold Beers And Cheeseburgers, Student Optimum Services, Debtmerica, Summit Global Investments, Inc, and Verity Investments, Inc. Jessica has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona and Ohio. Currently, Jessica is part of Summit Global Investments, LLC, which operates out of Mesa, Arizona. The firm has 4 offices and 32 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Summit Global Investments, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Global Investments, LLC Brokerage Details
$2,028,895,819
32
6,110
$332,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Jessica Wright Work History
Summit Global Investments, Inc
Verity Investments, Inc
Student Optimum Services
Square One Concepts-Cold Beers And Cheeseburgers
Debtmerica
Twigs Bistro And Martini Bar
Transamerica Financial Advisors, Inc
Texas Roadhouse
Fleming Prime Steakhouse And Wine Bar
World Financial Group Insurance Agency, LLC
Kendalls Brasserie - Patina Restaurant Group
Fogo De Chao
Lucky Strike Lanes
Lucky Strike Lanes
Disclosures
Please visit the SEC profile of Jessica Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Global Investments, LLC
Bountiful, UT
Bountiful, UT
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Englewood, CO
Bountiful, UT
Bountiful, UT
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